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Investment guides & videos

A selection of handy guides and how-to investment videos to help you get started. Our experts have produced a wide range of useful and informative guides and videos to help you make the most of your investments.

Share dealing

Fidelity Investment Ideas

Helping you find investment opportunities

How to buy shares, investment trusts and exchange-traded funds

Designed to help you understand how to buy

How to sell shares, investment trusts and exchange-traded funds

Designed to help you understand how to sell

Share dealing guide

This guide takes you through what you need to know before starting to invest in shares.

Pensions and Retirement

Retirement planning

Helping you understand and plan your retirement income needs

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

Pension withdrawal tax

Understanding tax on your pension withdrawals

Money purchase annual allowance (MPAA)

Find out how taking more than the 25% tax-free amount could affect your annual allowance

Annuities

Everything you need to know about annuities

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

Select 50 Balanced Fund

Everything you need to know about the Select 50 Balanced Fund

ISAs

ISA

Guidance to tax-efficient investing

Junior ISA

Understanding more about a Junior ISA

Fidelity Investment Ideas

Helping you find investment opportunities for your 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

Putting time on your side

This guide looks at the effects of staying in the market for a longer period versus a short term view.

When doing nothing is best

This guide examines when it is best to resist making changes to your long-term investment strategy.

Managing investments in uncertain times

This is a general guide about investing when the stock market is in an unpredictable period of sharp falls or rises.

Unlocking women's financial power

Working with Fidelity, women can realise their financial strength.

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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.