Investment guides & videos
Important information - please keep in mind that the value of investments can go down as well as up so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Whether you’re a beginner or an advanced investor, we make it simple to get started with us. Our experts have put together a variety of useful investment guides and finance videos for you to explore, and to help you make the most of your money.
Our videos break down some of our most frequently asked questions, from ‘What is a Stocks and Shares ISA?’ to ‘How much should I pay into my pension?’. You can also explore our award-winning ISA, awarded Best Buy 2020 by Boring Money. And, if you’re looking to read about a broad range of investing opportunities, our guides could help you gain a better understanding of what’s available. Learn everything you need to know about Fidelity funds, investment transfers and how to buy and sell shares.
Our most popular Investment and retirement guides
Getting the retirement income you need
Helping you understand the retirement options open to you
How-to guides
To find step-by-step walkthroughs to help you with online journeys such as placing a transaction, or managing your account details visit our 'How-to Guide' Page.
Pensions and Retirement
Saving for retirement
An essential guide to making sure you’re ready for the future you want.
Video: what is a final salary pension?
Explaining what one is and your transfer options
Video: how much should I pay into my pension?
Understanding how to boost your pension pot and tax relief
Video: what is a SIPP?
Learn how a self-invested personal pension can help you save tax-efficiently for your retirement.
Our SIPP
Our low-cost SIPP, backed by Fidelity’s investment expertise
Annual allowance
Understanding how the annual allowance works
Pension drawdown
Everything you need to know about income drawdown
Taking money from your pension
Everything you need to know about withdrawing from your pension
Money purchase annual allowance (MPAA)
Find out how taking more than the 25% tax-free amount could affect your annual allowance
Taxation on Pension Withdrawals
Helping you understand taxation on pension withdrawals
Funds, investment trusts and ETFs
Choosing funds
Whatever your goals, we can help guide you there
Investment trusts
An in-depth look on Investment trusts from Fidelity
Choosing funds with expert help
Choose from 50 funds recommended by independent experts
ISAs
ISA guide
Guidance to tax-efficient investing
Junior ISA Guide
A guide to the Junior ISA
Transferring my investments
Moving your investments to Fidelity
All you need to know before transferring in
One home for all your investments guide
No matter which company manages your money
Stock transfers
Transferring your investments to an alternative beneficiary
Annual tax voucher
Annual tax voucher
Everything you need to know about your tax voucher
What to do when someone dies
Guide for executors and administrators
Helping you through the bereavement process
Understanding market volatility
Managing investments in uncertain times
This explains the value of investments and the income from them can go down as well as up so you may get back less than you invest.
The value of investments can go down as well as up so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The value of tax savings and eligibility to invest in an ISA or a SIPP depend on personal circumstances. All tax rules may change in future.
