Stock plan guidance
Be invested in your financial wellbeing. Start taking care of future you, now.
Important information - please keep in mind the value of investments can go down as well as up, so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future. 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 one of Fidelity's advisers or an authorised financial adviser of your choice.
What will you do with your company shares or cash?
Have you thought about what owning company shares or the resulting cash could mean to you? Will you put them towards a house deposit? Pay a child's university fees? Take a trip of a lifetime? Reduce your credit card debt? Boost your pension? Or, simply keep them as a safety net for a rainy day?
Whether you plan to keep them, sell them, move them to a tax-efficient account, or do a mix of all these... we get that it's not always easy to decide what's right for you.
Let us help. Fidelity International is a global investment company with over 50 years’ experience of managing investments. We help people with financial wellness, retirement savings and other long-term investing goals to help them build a better financial future. That’s probably why we now have over 1.6 million investors in the UK*.
Learn more about the importance of financial wellness
*Source: Fidelity, as at 31.12.24.
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.
How financially fit are you?
Before you make any major decisions, it's worth taking the temperature of your finances to see how healthy they are.
Lean on us for guidance
Whatever your investing experience, our tools and support can help you to make the right investment decisions.
Find out if advice is for you
If you have over £100,000 to invest (including any pensions), our financial advisers can give you a personal financial recommendation.
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
Get up to speed with investing. After all, knowledge is power.
Get tax savvy
Learn more about your tax allowances, including Capital Gains Tax.
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.
Transfer your shares
Looking to transfer your shares to Fidelity in the UK? Find out your next steps.
*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
You can contact Fidelity Stock Plan Services from 8am - 8pm weekdays (excluding New York Stock Exchange holidays, except Good Friday). Please have your NetBenefits username or Participant ID ready.
Transferring your shares to Fidelity in the UK
For help and support on moving your shares to the UK, our hours are 8:30am - 5:30pm weekdays and 9:30am - 12:30pm Saturday.
SAYE/Sharesave plan
For SAYE/Sharesave plan accounts our hours are 8:30am - 5:30pm weekdays and Saturday 9:30am - 12:30pm.
Outside UK
Follow the instructions of the country you’re dialling from.
Please note: Fidelity International and Fidelity Stock Plan Services, LLC are separate companies that operate in different jurisdictions through their subsidiaries and affiliates.
