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.
Our award-winning Stocks and Shares ISA is a tax-efficient way for you to save. You can put aside up to £20,000 in the 2021/22 tax year and pay no income or capital gains tax on your investments. It’s quick and easy to open your ISA online and you have until 5 April 2022 to use this year’s allowance.
With over 50 years’ investing experience, more than 1 million UK customers entrust their investments to Fidelity.*
Choose from thousands of funds and shares to invest your allowance in.
Online tools and insights to help you decide where to put your money.
0.35% annual service fee if you invest £7,500 or set up a regular savings plan.
Manage investments 24/7 with our secure online service and apps.
Our call centres in the UK and Ireland are open six days a week.
*Source: Fidelity 31.12.2020
Expertise – We know investment decisions can be tricky, so we have lots of guidance, tools, and information from our experts to help you with your ISA.
Choice – One of the widest fund ranges in the market, plus shares, investment trusts and exchange-traded funds.
Experience – We’ve been looking after people’s savings for over 50 years.
Customer service – We’re proud to have a four-star rating on Trustpilot.
Recognition – Our ISA was named Boring Money’s Best Buy 2020 and Best for Beginners 2021.
It’s quick and easy to open an ISA online. Just enter your details and then choose from a regular savings plan or a one-off payment.
Start saving for a child’s future by investing in a Stocks and Shares Junior ISA on their behalf.
Tom Stevenson, our Investment Director reveals his ISA fund picks for 2021.
Having ISAs spread across multiple companies can be both time-consuming and costly. Bringing them together in one place 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.
If you’re new to investing and would like to learn more, watch our easy to follow 'What is a Stocks and Shares ISA?' video. It takes you through the ISA rules, tax benefits, what you can invest in, and more.
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.Download our ISA guide
We’re proud to have been recognised by leading experts and independent customer reviews and have won awards for both Best Buy ISA and Best for Beginners ISA in recent years.See our awards
Important information - 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.
Thank you. Your offer registration has been received.
Please remember, if you haven’t already done so, to qualify for the £25 offer you also need to have made a qualifying investment between 17 August 2020 and 7 December ’20 (’Offer Period’).
A qualifying investment means one of the following:
a. Any new monthly regular savings plan (RSP) of £200 or more set up online (through the Fidelity Personal Investing website: fidelity.co.uk) into a new or existing Fidelity ISA, SIPP or investment Account during the Offer Period.
b. Any lump sum investment of £2,500 or more set up online (through the Fidelity Personal Investing website: fidelity.co.uk) into a new or existing Fidelity ISA, SIPP or Investment Account during the Offer Period.
The £25 cashback payment will be made to you within 30 days after the closure of the Offer.
You can view full offer terms and conditions here.