Transfer your investments

Transfer your ISAs, pensions and other investments to manage them quickly and easily in one place.

Our straightforward process makes it easy to bring your investments together —  whether you’re transferring an ISA, pensions or an investment account. Just tell us where they are and we’ll take care of the rest, keeping you informed every step of the way.

It’s free to transfer, and we’ll even cover any exit fees you may incur, up to a total of £500 per person.

T&Cs apply

Bringing your investments together

ISA transfer

Keeping track of all your ISAs with different companies can be complicated, not to mention costly. Our straightforward process makes it easy to start your transfer and bring all your ISA investments together.

Transfer my ISA

Pension transfer

If you’ve built up a number of pension pots over the course of your working life, bringing them together into the Fidelity Self-Invested Personal Pension (SIPP) could make them easier to manage.

Other investment transfer

Having investments spread across multiple companies can be both time consuming and costly. Bringing them together means less stress and less paperwork.

Transfer my investments

Please remember that the value of investments can fall as well as rise, so you may get back less than you invest. Before making your decision, please read our transfer guide, ‘Moving your investments to Fidelity’,  which explains the options available and gives you the important information you need to know.

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 charges, features, and services offered.  To find out what else you should consider before transferring, please read our Fidelity SIPP Transfer Factsheet.

Remember, you won’t be able to access money invested in a SIPP until the age of 55.

Why choose Fidelity

Moving your investments to Fidelity guide

Read the guide

Find out more about moving your investments to Fidelity.

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.