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

Make life easier by bringing your pensions together

Combining your pensions into a Self-Invested Personal Pension (SIPP) can make it easier to manage your savings - and it could be cheaper, with lower fees than you’re currently paying.

Bringing your investments together

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.

Please note: in addition to funds, we also offer a selection of individual shares, which you can now hold on our platform in an ISA or Investment Account. View our list of shares. Over time, we’ll continue to add more shares to our range.

If you hold any shares that you’re planning to move to Fidelity in an ISA or Investment Account:

  • Please check our list of shares before starting the transfer process as we may only be able to move across shares that are on this list.
  • If you start the transfer process and have shares we don’t currently offer:
    • We’ll have to sell them and move them across as cash within your ISA.
    • We would not transfer shares held inside an Investment Account.

Please also note that the share dealing and transfer option is only available for an ISA and Investment Account. 

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.

If you are looking to transfer a pension to us that you have already taken money from (and so are in income drawdown) you cannot do this online. Please contact Fidelity's retirement service to get an application form.

Share dealing

Share dealing

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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.