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Investing basics

Important information: The value of investments can go down as well as up so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. 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 one of Fidelity’s advisers or an authorised financial adviser of your choice.

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How to choose an investment fund

Eight things to consider when choosing an investment fund

Oliver Griffin Fidelity International - 13 Oct 2026

The top 8 questions our advisers get asked

An inside look at why customers take advice

Becks Nunn Fidelity International - 07 Oct 2026

What is inflation? The basics

How inflation quietly eats away at your cash

Oliver Griffin Fidelity International - 06 Oct 2026

A to Z investing jargon buster

Helping to make investing simpler

Becks Nunn Fidelity International - 05 Oct 2026

What is a bond? The basics

Yields, coupons and interest rates - how bonds work

Oliver Griffin Fidelity International - 05 Oct 2026

What is the State Pension? The basics

Your guide to how the State Pension really works

Oliver Griffin Fidelity International - 29 Sep 2026

Could adding an extra 1% of salary to your pension add £83,000?

See how a few extra pounds a week can add up

Oliver Griffin Fidelity International - 29 Sep 2026

How long should I invest for? And why?

Why it pays to stay invested over time

Becks Nunn Fidelity International - 29 Sep 2026

What is asset allocation? The basics

What it means and why it matters

Becks Nunn Fidelity International - 28 Sep 2026

How much do you need to start investing?

Little and often can start you off

Becks Nunn Fidelity International - 23 Sep 2026

Pension versus SIPP - 7 questions to ask yourself

Is a Self-Invested Personal Pension right for you?

Becks Nunn Fidelity International - 23 Sep 2026

Kick-start your pension with this investment idea

Don’t let indecision put you off

Becks Nunn Fidelity International - 23 Sep 2026

What is an exchange-traded fund? The basics

How ETFs can offer a low–cost and diversified way to invest

Oliver Griffin Fidelity International - 22 Sep 2026

You’ve spent a lifetime saving – now what?

5 tips for making the leap from saver to spender

Becks Nunn Fidelity International - 16 Sep 2026

The tax benefits of a SIPP

6 SIPP benefits you should be aware of

Oliver Griffin Fidelity International - 14 Sep 2026

How fees are taken from your Fidelity account

A simple guide to how service fees are paid

Oliver Griffin Fidelity International - 14 Sep 2026

How do investment returns work? The basics

A guide to understanding your investment returns

Oliver Griffin Fidelity International - 09 Sep 2026

What is a money market fund? The basics

Understanding the role of cash funds in a portfolio

Becks Nunn Fidelity International - 09 Sep 2026

3 thinking errors that cost you money

How to avoid making common investing bias mistakes

Becks Nunn Fidelity International - 02 Sep 2026

What is a Save As You Earn (SAYE) scheme?

How Sharesave schemes help employees save and invest for the future

Oliver Griffin Fidelity International - 02 Sep 2026

Autumn Budget 2026: jargon buster

Helping to demystify the technical talk

Becks Nunn Fidelity International - 24 Aug 2026

How to use Fidelity’s Investment Finder

Choose and manage investments easily with Investment finder

Oliver Griffin Fidelity International - 24 Aug 2026

Market order versus limit order: the basics

Understanding two common ways to buy and sell investments

Oliver Griffin Fidelity International - 18 Aug 2026

Investing for income: the basics

How income investing works and what to consider

Oliver Griffin Fidelity International - 18 Aug 2026

How asset classes performed in the first half of 2026

Three simple lessons from the latest ‘Smarties’ table

Oliver Griffin Fidelity International - 17 Aug 2026

60/40 portfolio split explained: the basics

Does this investing rule of thumb still stack up?

Becks Nunn Fidelity International - 13 Aug 2026

How to review your investment portfolio

A guide to reviewing your portfolio and ensuring it’s on track

Oliver Griffin Fidelity International - 10 Aug 2026

How to invest in US stocks from the UK

Learn the basics of investing in US shares

Oliver Griffin Fidelity International - 10 Aug 2026

Having a midlife financial crisis?

7 steps to take control of your pension in your 40s and 50s

Becks Nunn Fidelity International - 03 Aug 2026

Pensions and Inheritance Tax: what the upcoming changes mean

What’s actually changing and how to stay ahead

Oliver Griffin Fidelity International - 03 Aug 2026

What happens to your investment after 1 week, 1 month and 1 year

A beginner’s timeline for your first year of investing

Oliver Griffin Fidelity International - 27 Jul 2026

What is pension drawdown? The basics

The flexible way to take retirement income

Oliver Griffin Fidelity International - 20 Jul 2026

7 hidden benefits of financial advice

There’s more to advice than meets the eye

Becks Nunn Fidelity International - 20 Jul 2026

Looking for an 80/20 or 60/40 style fund?

Investing at a level of risk that's right for you

Becks Nunn Fidelity International - 14 Jul 2026

Are 18-year-olds spending or investing their Junior ISA?

Fidelity analysis shows how young investors behave

Becks Nunn Fidelity International - 07 Jul 2026

Stocks and Shares ISA vs General Investment Account

Understanding your different account options

Oliver Griffin Fidelity International - 06 Jul 2026

What is the S&P 500? The basics

A simple guide to one of the world's most popular stock market indices

Oliver Griffin Fidelity International - 06 Jul 2026

Amy Metters

UK pensions dashboards: your pensions, all in one place

The easier way to track your pension pots, explained in 10 questions

Amy Metters

Amy Metters Fidelity International - 29 Jun 2026

UK

What is the FTSE 250? The basics

What the FTSE 250 is and how to invest in it

Becks Nunn Fidelity International - 29 Jun 2026

What is volatility? The basics

Market wobbles are part and parcel of investing

Becks Nunn Fidelity International - 29 Jun 2026

Cash ISA versus cash funds: the basics

A quick guide to some cash saving options

Becks Nunn Fidelity International - 25 Jun 2026

Not sure how to invest? Start here

Tools, guidance and support to help you get started

Oliver Griffin Fidelity International - 25 Jun 2026

What is a Stocks and Shares ISA? The basics

A simple guide to tax-free saving

Oliver Griffin Fidelity International - 25 Jun 2026

Investing in cash in a Stocks and Shares ISA: the basics

You don’t need a cash ISA to invest in cash

Becks Nunn Fidelity International - 24 Jun 2026

Cash ISA versus a Stocks and Shares ISA: the basics

What’s the difference between these two ISAs?

Becks Nunn Fidelity International - 24 Jun 2026

What role do bonds play now?

Why bonds still matter in a changing investment landscape

Oliver Griffin Fidelity International - 22 Jun 2026

What could £10k mean to your child?

How to make the most of a Junior ISA nest egg at 18

Becks Nunn Fidelity International - 17 Jun 2026

What is a guaranteed lifetime annuity? The basics

A simple guide to guaranteed retirement income and how annuities work

Oliver Griffin Fidelity International - 17 Jun 2026

Who can I leave my pension to?

Don’t leave it to chance. Nominate your beneficiaries.

Becks Nunn Fidelity International - 09 Jun 2026

What is Power of Attorney? The basics

A simple way to protect your wishes and support the people around you

Oliver Griffin Fidelity International - 02 Jun 2026

What is sequencing risk? The basics

Making your pension last during retirement

Oliver Griffin Fidelity International - 01 Jun 2026

Inheritance Tax taper relief explained

Understanding the rules that shape what your loved ones receive

Oliver Griffin Fidelity International - 26 May 2026

Your 10 most-asked bond questions, answered

Expertly demystifying bonds

Becks Nunn Fidelity International - 26 May 2026

How much should you keep in an emergency fund?

Why an emergency fund matters, and how to start yours today

Oliver Griffin Fidelity International - 20 May 2026

The cost of waiting for the ‘right’ time to invest

It’s easy to find a reason not to invest

Marianna Hunt Fidelity International - 19 May 2026

Junior ISAs versus Junior SIPPs: the basics

Providing a financial nest egg for a child

Becks Nunn Fidelity International - 18 May 2026

Five common investing styles explained

What kind of investor are you?

Becks Nunn Fidelity International - 18 May 2026

What is pound cost averaging? The basics

How regular investing can help during market ups and downs

Oliver Griffin Fidelity International - 18 May 2026

What is Capital Gains Tax? The basics

What it is, when it applies and what it means for you

Oliver Griffin Fidelity International - 12 May 2026

Why ‘safe’ isn’t always safer

Why cash and low-risk investing may not protect your money

Oliver Griffin Fidelity International - 12 May 2026

Growth versus income investing: the basics

Understanding the differences and what suits you

Oliver Griffin Fidelity International - 11 May 2026

What is gearing? The basics

A guide to company debt and what it actually means

Oliver Griffin Fidelity International - 07 May 2026

What is an investment trust? The basics

A quick guide to investment trusts

Becks Nunn Fidelity International - 06 May 2026

Deferring your state pension. Good or bad idea?

A look at the numbers if you delay

Becks Nunn Fidelity International - 06 May 2026

Active versus passive investing: the basics

The key differences and which one suits you

Oliver Griffin Fidelity International - 29 Apr 2026

How to talk to your children about their inheritance

Preparation can give you peace of mind

Becks Nunn Fidelity International - 29 Apr 2026

From zero to £100k - the key to investing wealth

Why your first steps will be the hardest

Ed Monk Fidelity International - 28 Apr 2026

What are Premium Bonds? The basics

How they work and why they’re popular

Oliver Griffin Fidelity International - 27 Apr 2026

What is diversification? The basics

How a minor tweak can make a big difference

Oliver Griffin Fidelity International - 23 Apr 2026

Accumulation versus income funds? The basics

A guide to accumulation and income funds, and how share classes work

Oliver Griffin Fidelity International - 20 Apr 2026

5 reasons you should use your ISA allowance early

Why you should start using your allowances earlier in the tax year

Oliver Griffin Fidelity International - 20 Apr 2026

Investing versus saving: the basics

What’s the difference and why it matters

Oliver Griffin Fidelity International - 16 Apr 2026

Is now the right time for financial advice?

Change is often a reason customers seek advice

Becks Nunn Fidelity International - 14 Apr 2026

UK

The UK stock market - 7 simple questions answered

A beginner's guide to the UK stock market

Becks Nunn Fidelity International - 14 Apr 2026

What is bonus sacrifice? The basics

How to get your bonus working harder for you

Becks Nunn Fidelity International - 13 Apr 2026

When is the best time to sell an investment?

Selling is notoriously riskier than buying

Tom Stevenson Fidelity International - 10 Apr 2026

3 ways to maximise your chances of investing success

Get the new tax year off to a flying start

Becks Nunn Fidelity International - 09 Apr 2026

The tax hacks to help you keep more of your money

Make the most of your allowances and tax-efficient accounts

Becks Nunn Fidelity International - 08 Apr 2026

2026/2027 tax allowances, what’s changed?

Understand the latest thresholds, unchanged allowances, and what they mean

Oliver Griffin Fidelity International - 08 Apr 2026

UK

What is the FTSE 100? The basics

What the FTSE 100 is and how to invest in it

Becks Nunn Fidelity International - 07 Apr 2026

Your tax-saving toolkit

All you need to know before the 5 April deadline

Becks Nunn Fidelity International - 30 Mar 2026

How long could it take me to save £20k, £50k or £100k?

Keep focused with our ISA calculator

Becks Nunn Fidelity International - 30 Mar 2026

See what a difference maxing out your allowances could make

Why using your tax allowances matters more than you might think

Oliver Griffin Fidelity International - 23 Mar 2026

What happens if you don’t use your allowances?

What you can use this tax year – and what happens if you don’t

Oliver Griffin Fidelity International - 23 Mar 2026

What is fiscal drag? The basics

5 things you need to know

Oliver Griffin Fidelity International - 16 Mar 2026

Your tax year end checklist

Smart moves to consider before the end of the tax year

Oliver Griffin Fidelity International - 16 Mar 2026

Compounding in a nutshell

The most powerful force in investment

Tom Stevenson Fidelity International - 13 Mar 2026

Marianna’s money lesson: invest in yourself

A relationship manager's reflections

Becks Nunn Fidelity International - 12 Mar 2026

How to build a portfolio - with examples

Three practical steps from a relationship manager

Becks Nunn Fidelity International - 10 Mar 2026

Don’t make this costly ISA mistake

Why acting before 5 April matters

Oliver Griffin Fidelity International - 10 Mar 2026

Should I wait to invest?

Don’t let market movements cost you

Becks Nunn Fidelity International - 05 Mar 2026

Your 2025/2026 tax allowances: the basics

The 10 allowances you need to know

Oliver Griffin Fidelity International - 03 Mar 2026

Nick Sudbury

Funds vs investment trusts: 4 key differences explained

All you need to know when choosing between the two

Nick Sudbury

Nick Sudbury Investment writer - 27 Feb 2026

The tax benefits of an ISA

6 ISA benefits you should be aware of

Oliver Griffin Fidelity International - 23 Feb 2026

Want to be tax-efficient but don’t know where to start?

Tips to help keep more of your money

Becks Nunn Fidelity International - 16 Feb 2026

Don’t pay 60% tax unnecessarily – use your SIPP before 5 April

How pension contributions could help reduce a hidden 60% tax charge

Oliver Griffin Fidelity International - 13 Feb 2026

5 smart moves to make before 5 April

Get ahead of the game by being tax savvy

Becks Nunn Fidelity International - 11 Feb 2026

The stunning impact of maxing out a Junior ISA

Harness the power of a Junior ISA for your child

Becks Nunn Fidelity International - 06 Feb 2026

The 4% rule: the basics

A widely used pension drawdown method

Becks Nunn Fidelity International - 03 Feb 2026

How could £48,000 grow into £72,000?

Making your money work harder for you

Becks Nunn Fidelity International - 15 Jan 2026

7 investing rules of thumb

Tried and tested formulas for smarter investing

Becks Nunn Fidelity International - 15 Jan 2026

What risks come with investing? The basics

Understanding your risks and steps to stay on track

Oliver Griffin Fidelity International - 13 Jan 2026

5 expert portfolio tips for 2026

Portfolio-shaping hacks from one of our Wealth Managers

Becks Nunn Fidelity International - 13 Jan 2026

Pay rise? Bonus? New tax bracket? Tax worries?

How to be tax savvy with the rules changing

Becks Nunn Fidelity International - 18 Dec 2025

Taxes: jargon buster

Understanding the taxes you may need to pay in the UK

Oliver Griffin Fidelity International - 03 Dec 2025

Will salary sacrifice changes impact me?

Why it matters and why it’s in the news

Marianna Hunt Fidelity International - 26 Nov 2025

What is tax relief? The basics

How your pension can work harder with a little help

Oliver Griffin Fidelity International - 21 Nov 2025

What is tax-free cash? The basics

It’s a quarter of your pension but how much do you know?

Oliver Griffin Fidelity International - 18 Nov 2025

Oliver Griffin Fidelity International - 17 Nov 2025

What is inheritance tax? The basics

Who gets what when you're gone?

Oliver Griffin Fidelity International - 17 Nov 2025

Want to invest but don’t know where to start?

Our ready-made ISA might be the answer

Becks Nunn Fidelity International - 12 Nov 2025

What is financial wellness?

The four pillars to financial health

Becks Nunn Fidelity International - 05 Nov 2025

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