• Pensions
  • Transfer a pension
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Start a pension transfer

Bringing your retirement pots together in a Fidelity Self-Invested Personal Pension (SIPP) can help you take control of your pension.

I'm a new Fidelity SIPP customer

Transfer a pension as cash and choose new funds


Transfer a pension as cash plus add a regular monthly contribution


Other transfer options

Transfer a pension and keep my current fund choice

(Please note this option can only be done by completing a paper application form)

I already have a Fidelity SIPP

Transfer a pension as cash to your existing Fidelity SIPP

(SIPP opened after 18 Feb 2013)

 


Other transfer options

opens in new window Transfer a pension to an existing Fidelity SIPP and keep my current fund choice opens in new window

(Please note this option can only be done by completing a paper application form)

Important information: Please remember, the value of investments can go down as well as up so you may not get back the amount you originally invest. You cannot normally access money invested in a SIPP until the age of 55. It’s important to understand that transfers are a complex area and may not be suitable for everyone. Before going ahead with a pension transfer we strongly recommend that you undertake a full comparison of the charges, features and services offered. To find out what else you should consider before transferring, please view the transfer factsheet.Please note that if your pensions are moved to us as cash, you will be out of the market while your money is being transferred, so you could miss out on growth and income if the market rises during this time. If you transfer investments that are not supported by Fidelity, they will be sold and moved to us as cash, which means you will be out of the market until you choose new investments. If your existing pension provider has signed up to an industry accepted paperless transfer service your transfer should be completed in about 10 business days. If not, the transfer could take between 8-10 weeks but could be longer as the process is reliant on prompt action by your existing providers whose time frames can be variable.

Transfer by post

If you would prefer to apply by post, please download and complete an application form.

FAQs

  • Invested in a Fidelity Personal Pension before 18 February 2013?

  • How to transfer my pension if I’m already taking an income from my existing pension?

  • What will happen after I apply to transfer my pension?