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. Company shares are not yet available for all Fidelity SIPP holders. Eligibility to invest in a SIPP or Junior SIPP depends on personal circumstances and all tax rules may change in future. You cannot normally access money in a SIPP until age 55.
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. Please read our
pension transfer factsheet and our exit fee terms and conditions.
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.