Add our fund range to your SSAS or specialist SIPP

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 access to over 100 fund managers providing a range of investment choices which include Investment Trusts, Exchange Traded Funds as well as Fidelity 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 if you hold more than £250,000 directly with Fidelity.

Five reasons to choose Fidelity Personal Investing

bullet Wide investment choice: A wide range of investment options from more than 100 leading fund managers.
bullet 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.
bullet 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.
bullet 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
bullet Plus, all the benefits of our exclusive Wealth Service if you hold more than £250,000 in assets with Fidelity: including a dedicated relationship manager, annual portfolio reviews and invitations to exclusive events.

@sipp
Dentons
DP Pensions

We work with independent SIPP and SSAS providers across the UK facilitating investment solutions for their clients, particularly those wanting to manage their own investments on a non-advised basis. If your provider is shown below, please get in touch with them directly to set up access to our fund range.

@sipp Ltd

Based in Glasgow, @sipp provides a broad range of financial services to customers across Scotland. Established in 2001, they specialise in SIPP administration helping clients invest in mainstream products such as investment funds as well as commercial property and unlisted products.

DP Pensions Ltd

London-based DP Pensions was established in 1985 and provides SIPP/SASS administration services with DA Phillips, a sister concern, as its trustee. The company provides an independent service to clients across London and Kent looking for a wide choice of investment options.

Dentons Pensions Management Ltd

Based out of Surrey in south east England, Dentons has been delivering pension expertise to SSIP/SSAS holders nationwide since 1971. The company specialises in alternative investments including intellectual property rights, VCTs, private equity, commercial property and gold.

EBS Management Plc

London-based EBS was one of the first companies to offer a SSAS when these were set up in the 1970s. It became a wholly-owned subsidiary of the UK investment managing company, Charles Stanley Group plc in 2003 and specialises in providing actuarial, technical, administrative and support services to both SIPP and SSAS clients across south England.

I hold Fidelity assets through my pension provider

For more information or general inquiries, call

 0800 358 7480

(Monday to Friday - 8am to 6pm
 Saturday - 9am to 6pm)

I want access to Fidelity funds through my pension provider

Call our Wealth team to discuss your options:

 0800 222 456

(Monday to Friday, 9am to 5pm)

* 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.

Please remember:

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.