Stock plan guidance
Be invested in your financial wellbeing. Start taking care of future you, now.
Important information - investment values can go down as well as up, so you may get back less than you invest. Tax treatment depends on individual circumstances and tax rules may change. You cannot normally access money in a pension until age 55 (57 from 2028). This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser.
What will you do with your company shares or cash?
Let us help you make the most of your shares and money.
Watch our short video about the importance of financial wellbeing and the ways we can help you build a better financial future.
Have you ever wondered what financial wellness truly means?
Financial wellness is crucial not only for your financial health but also for your mental well-being.
It's more than just managing your money; it's about achieving peace of mind
When you're financially secure, you can focus on what truly matters in life.
At Fidelity International, we understand the importance of this balance. That's why Fidelity International and Fidelity Stock Plan Services in the US work together, to offer you comprehensive financial solutions and ways to make the most of your stock plan or share awards.
Whether it's putting them towards a house deposit, paying a child's university fees, taking a trip of a lifetime, boosting your pension, or simply keeping them as a safety net for a rainy day, the possibilities are endless.
Whether you plan to keep your shares, sell them, move them to a tax-efficient account or do a mix of all these, Fidelity International is here to help.
Investing is what we do and it’s been our passion to help people grow their financial wealth for over 50 years.
We offer guidance and support, expert insights, and a wide range of investment options to help you meet your goals.
We’re proud that over 1.6million investors in the UK have entrusted their financial wellness, retirement savings and other long-term investing goals to us, to help them build a better financial future.
For ISAs, Pensions, Advice and more start your journey to financial wellness today with Fidelity International.
Helping you reach your financial goals
You want to feel confident in your decisions. Whether you need a little support, or a lot, we've got you.
Open an account
Lean on us for guidance
Find out if advice is for you
Grow your investing know-how
We can help plug your knowledge gaps - with everything from investing tips for beginners, to useful tools, how-to guides, tax-efficient tips and expert insights.
Investing 101
How financially fit are you?
Get tax savvy
Making the most of your Stock Plan account
Have you been wondering how Fidelity Stock Plan Services in the US and Fidelity International in the UK work together? Fidelity Stock Plan Services administers your stock plan. While Fidelity International can give you options to keep more of your money with tax efficient accounts, as well as offering other ways to invest for your future.
Your stock plan
Existing customers
Transfer your shares
*Please note this will take you to a separate website for Fidelity SPS. Review the new site's terms, conditions, and privacy policy, as they will be different.
Help and support
Please choose from one of the numbers below:
SPS support in US
Transferring your shares to Fidelity in the UK
Please note: Fidelity International and Fidelity Stock Plan Services, LLC are separate companies that operate in different jurisdictions through their subsidiaries and affiliates.
