Consolidating your pensions has been made even easier with our online pension transfer journey. If you’re an existing customer with us, you can start your pension transfer here. Alternatively, you can download the Fidelity SIPP Transfer Application Form or call 0800 368 1722 if you’d like us to send you one. Before you apply to transfer a pension you’ve taken retirement benefits from, you must speak to Fidelity's retirement service. They’ll discuss the transfer with you and prepare the application form. We’re unable to accept an online application for these types of transfers.
Before taking the next step, please read the following important information.
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. To find out what else you should consider before transferring, please read our transfer factsheet. If you’re in any doubt whether or not 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’ll 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’ll be sold and moved to us as cash, which means that you’ll 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 up to10 working days. If not, the transfer could take up to 10 weeks but could be longer as the process is reliant on prompt action by your existing providers.