Get your pensions and investments working harder

Bring everything together in one home

Trying to manage several pensions and investments across different providers can be both time-consuming and difficult to stay on top of. By bringing them together in one place, you’ll be able to more easily see how much you have, where your money is invested and how your investments are performing - helping to get your money working as hard as possible.

Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. Please read our pension transfer factsheet. This information is not a personal recommendation for any particular product, service or course of action. If you’re in any doubt about whether a pension transfer is suitable for your circumstances we strongly suggest that you seek advice from an authorised financial adviser.

Learn more

Find out more about the benefits of moving your investments to Fidelity and bringing your pensions together in a Fidelity Self-Invested Personal Pension (SIPP).

View Cashback Offer

Earn £20 to £1,000 cashback if you apply to transfer by 1 March 2019. We’ll also cover up to £500 if your current provider charges exit fees (exclusions and T&Cs apply to both and can be found below).

Transfer now

If you’re ready to transfer, you can do this online, or if you prefer, for pension transfers you can download an application form or call 0800 368 1722 to request a form by post.

Benefits of moving your investments to Fidelity

Both the fees you pay, and what you choose to hold in your pensions, ISAs and investment accounts, can have a big impact on how your savings perform over time. That’s why we offer:

Go to cashback offer
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Why a Fidelity SIPP?

Bringing your pensions together in a Fidelity self-invested personal pension can help you take control of your retirement savings and plan ahead more effectively.

With our flexible, low cost SIPP you choose what to invest in and when, and can take an income when and how you like after the age of 55.

We offer a wide range of investment options, with easy-to-use investment selection tools and ready-made solutions to help you choose. In addition, if you invest more than £250,000 with us, you’ll qualify for Fidelity Wealth service benefits, including an even lower service fee and your own Relationship Manager.

Transfer now

Cashback offer

Get £20 to £1,000 cashback if you apply to transfer your pensions, ISAs or other investment accounts to us by 1 March 2019. 

You transfer You get
£10,000 - £24,999 £20
£25,000 - £49,999 £50
£50,000 - £99,999 £100
£100,000 - £149,999 £250
£150,000 - £399,999 £500
£400,000 - £499,999 £750
£500,000 or over £1,000

We'll also cover up to £500 if your provider(s) charge exit fees ( T&Cs apply).

Cashback offer - terms and conditions

The maximum cashback we'll pay is £1,000 but not all customers will receive this amount. The actual cashback you'll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for cashback is £10,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim any payments which were made to you as part of this offer.

If you transfer in cash, the provider you are transferring from will sell your investments and send the proceeds directly to us. We will hold them as cash within your account until you decide what you would like to invest in.

Assets held in an existing Fidelity pension, including the Fidelity Personal Pension provided by Standard Life, the EBS SIPP and any defined contribution pension scheme held through Fidelity are not eligible for the cashback offer. This offer is valid for qualifying applications received between 28 December 2018 and midnight on 1 March 2019.

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Need more time to decide if transferring is right for you?

Leave your name and email address through the link below and we’ll notify you when our next SIPP cashback offer begins.

Apply to transfer

Before taking the next step, please read the following important information.

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 in a SIPP until age 55. Company shares are not yet available for all Fidelity SIPP holders and are not eligible for this offer within a SIPP. Pension transfers can be complex and pensions with safeguarded benefits and advised transfers are not eligible for this offer. Please read our pension transfer factsheet, the cashback T&Cs and exit fees T&Cs.

It’s important to understand that pension 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 benefits, charges and features offered. If you’re in any doubt about whether a pension transfer is suitable for your circumstances we strongly suggest that you seek advice from an authorised financial adviser.

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 that 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 8 to 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 my Pensions

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Call us

If you’d like to discuss transferring a pension or would like us to send you an application form.

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Transfer online

To find out what you need to consider before you transfer, please read the factsheet.

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Transfer by post

Whether you already have a SIPP with Fidelity or not, download the relevant application form, fill it in and return it to the address on the form.

Transfer my ISAs and other investments

Transfer my ISAs

Start your ISA transfer in just a few simple steps.

Transfer other investments

Transferring investments to us has never been easier.

How to transfer your pension to Fidelity

How do I transfer my SIPP?
Can I transfer if I have taken retirement benefits from my pension?
How long does it take to transfer my pension?
Will you help pay my exit fees?
Is there a minimum transfer value?
What types of pension can I transfer?
Can I transfer a pension with guarantees to Fidelity?
What are safeguarded benefits?
What are ‘other benefits’?
What should I do if I still want to proceed with transferring my pension?