If you’re saving for retirement in a Self-Invested Personal Pension (SIPP) or a Small Self-Administered Scheme (SSAS), it’s likely you have access to many different types of investments. However, there may be one significant gap in the options open to you – an extensive range of funds to choose from.
At Fidelity we offer over 100 fund providers with more than 2,500 investment choices on our platform including Fidelity funds, Investment Trusts and Exchange Traded Funds. We work with your trustee company to add our range to your existing SIPP or SSAS. It’s easy to set up and you’ll benefit from our exclusive Wealth service.
Wide investment choice: Over 2,500 investment options from more than 100 leading fund managers.
Low costs: Our single low-cost fee is 0.35% and it reduces to 0.20% once you have more than £250,000 invested with Fidelity. You don’t pay anything else to Fidelity Personal Investing, just charges from the companies managing your funds*. If you invest in an Investment Trust or Exchange Traded Fund, the fee is capped at £45 no matter how much you hold in the investment.
Straightforward account management: Our secure website and free iPhone and iPad Apps let you review your fund holdings at a glance, as well as any other accounts you have with us.
The latest insights and analysis: We offer a wide range of news, perspectives and ideas for you to consider, including articles, interviews with leading managers, regular emails and free investment publications
Plus all the benefits of our Wealth service: Including a dedicated relationship manager, annual portfolio reviews and invitations to exclusive events.
If your provider is shown below, please get in touch with them directly to set up access to our fund range.
If your provider is not listed here, please call Fidelity's Wealth team on 0800 2220 456 to discuss your options.
* Please note if your investment falls below the £7,500 minimum investment amount a £45 charge per annum would be applicable. Please see “Doing Business with Fidelity” (pdf) for further details.
The value of your investments and any income from them can go down as well as up and you may not get back the amount you invest.
When investing overseas or in foreign currencies, exchange rate movements can affect the value of your investments. Because of the lack of liquidity in many smaller stock markets, investment in small and emerging markets may be volatile and redemption rights may be limited in certain circumstances. The value of tax savings will depend on your individual circumstances and all tax rules may change in the future. A person’s domicile is particular to them and will need to be determined by an examination of their personal circumstances.
Fidelity Personal Investing only gives information about products and services and does not provide investment advice based on individual circumstances. If you are unsure of the suitability of an investment you should speak to an authorised financial adviser.
For help on tax please contact HMRC or a tax adviser.
Reference to any third party financial services firms should not be construed as either a recommendation or an endorsement of these firms, or any products or services they may offer. Fidelity accepts no responsibility or liability for any loss you may incur by choosing to do business with any of these firms, or for the content, accuracy and propriety of the websites accessed through hyperlinks on this page. You should conduct your own due diligence (including obtaining advice when necessary) when procuring products or services from these or any other financial services firms.