Make sure you have the following information with you
- Your National Insurance number
- Debit card details (for a single payment)
- Bank or building society details (if you’re planning on setting up a regular savings plan)
Important information - please keep in mind that 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 an authorised financial adviser.
The Fidelity Stocks and Shares ISA is a tax efficient way to save and pay no income or capital gains tax on your investments. You can save up to £20,000 in our award-winning ISA for the 2020/21 tax year and you have until 5 April 2021 to use it. Opening an ISA is simple and takes less than 10 minutes online.
Start from as little as £50.
Benefit from our 0.35% fee if you invest £7,500, or set up a regular savings plan
Our UK and Ireland-based call centres are open six days a week.
Choose from thousands of funds and shares to help you reach your savings goals.
Including market insights and investment selection tools to help you make the most of your ISA allowance.
Manage your investments online or with the Fidelity app.
Choice - one of the widest fund ranges in the market, plus shares, investment trusts and exchange-traded funds.
Ideas and guidance from our experts - We have lots of guidance, information, and online tools to help with your ISA decisions.
Trust - We manage more than £79 billion for over two million investors.*
Customer Service - We’re proud to have a four-star rating on Trustpilot.
Award winning ISA - Our ISA was named Boring Money Best Buy 2020.
Experience - We’ve been looking after investors since 1969.
*Assets under administration across United Kingdom, Continental Europe and Asia Pacific. Source: Fidelity International 31 March 2020.
Takes less than 10 minutes. Just enter your details and then choose from a regular savings plan or a one-off payment.
Instruct your transfer in minutes. Just enter details of your current providers, we’ll do the rest and let you know when the transfer is complete
Getting started is easy.
Download our ISA Guide to learn more about how investing in an ISA works. It’s one of the best ways to put money aside for the long term.
Having ISAs spread across multiple companies can be both time-consuming and costly. Bringing them together means less stress and less paperwork.
Our straightforward transfer process makes it easy to bring your ISAs together - just tell us where they’re currently held and we’ll take care of the rest.
We don’t charge you to transfer and we’ll even cover any exit fees you may incur, up to a total of £500 per person ( T&Cs apply)
Find out more about transferring ISAs to Fidelity.
We're proud to have been recognised by leading experts and independent customer reviews and awarded a Best Buy for 2020 at the Boring Money Awards.See our awards
ISAs have come a long way since they were launched back in 1999. And, as Fi...
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.
Make sure you have the following information with you:
This Cash Back Offer (the “Offer”) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 4th October 2019 and midnight on the 6th December 2019
*Re-registration is not available for some products on the Fidelity Investment Platform. For example, a number of offshore funds cannot be re-registered.
|Total transfer value||Cashback
|£10,000 - £24,999||£20|
|£25,000 - £49,999||£50|
|£50,000 - £99,999||£100|
|£100,000 - £149,999||£250|
|£150,000 - £399,999||£500|
|£400,000 - £499,999||£750|
|£500,000 or over||£1,000|
We promote pension transfer cashback offers on a regular basis. However it is important that you take enough time to decide whether transferring your pension to us is right for you. If you need more time and wish to qualify for the cashback offer, please wait until the next offer period.
Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited.
In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351.
Terms and conditions for re-imbursement of exit fees
This offer does not apply to any investments linked to an Adviser / Intermediary or third party.
Fidelity will reimburse the exit/redemption fees charged to a customer by their former provider/s when they move their investments (minimum of £1,000) to Fidelity Personal Investing, up to a maximum amount of £500 per customer.
An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customer’s investments to Fidelity. Fidelity will not reimburse the customer for any loss of investment returns, loss of interest, dealing charges, penalties for transferring investments before their maturity dates or any other charges associated with your transfer or re-registration.
Where a re-registration or transfer is not possible and the customer chooses to sell their investments held through another provider and subsequently make new investment/s (minimum £10,000) through Fidelity Personal Investing, Fidelity will cover any account closure fees charged by the customer’s former provider (excluding any dealing charges) of up to £500 per customer. Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions.
Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customer’s investments to Fidelity. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares.
To qualify for the reimbursement, the fees from the customer’s former provider must have been triggered as a direct result of the transfer or re-registration to Fidelity Personal Investing, or the closure of an account where the customer has subsequently (within 6 months) invested at least £10,000 through Fidelity Personal Investing. If the customer is transferring investments to more than one provider from their former provider at the same time, Fidelity will only reimburse the fees which are incurred as a result of direct transfer or re-registration to Fidelity. Other fees or charges unconnected with the transfer will not be reimbursed.
The completed Exit Fee Reimbursement Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. To claim the reimbursement of any account closure fees, documentary evidence of the closure fee levied will need to be provided to Fidelity, along with confirmation that a minimum of £10,000 has been invested with Fidelity within 6 months of incurring such closure fee.
The documentary evidence referred to above, must be either a copy of the charge confirmation letter from the former provider or a statement showing the charge being deducted.
Payment will be made to the customer by BACS when a bank mandate is held on the account. Alternatively, payment will be made by cheque.