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Transfer your investments

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

Important information - please keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. 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.

We do the hard work

Our straightforward process makes it easy to bring your investments together: whether ISAs, pensions or investment accounts. Tell us where they are and we'll take care of the rest.

No transfer fees

It's free to transfer, and we'll even cover any exit fees you may incur from your current provider(s), up to a total of £500 per person. T&Cs apply*

Keep your tax benefits

When you transfer your pensions and ISAs to Fidelity, your money will remain within those tax-efficient accounts and it won't affect your allowance.

Bringing your investments together

ISA transfer

Having ISAs with multiple companies can be complicated and costly. We make it easy to start your transfer and bring your ISA investments together.

Explore bringing my ISAs together

Pension transfer

If you’ve built up a number of pension pots over the course of your working life, bringing them together into a SIPP could make them easier to manage.

Explore bringing my pensions together

Transfer a Junior SIPP

If you’re building a nest egg for a child’s future, as well as planning your own retirement, bringing all accounts under one roof help you plan your family’s collective future more effectively.

Explore bringing Pensions together

Other investment transfer

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

Explore bringing 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.

If you hold cash in the account that you are transferring to us, this will be moved across and held  as cash in your Fidelity account.

If you hold shares in the account you're planning on moving to Fidelity:

You can only transfer shares to us that we currently offer. You can check this at the start of the transfer process. 

  • If you request a transfer to us and you have shares that we don't offer: 
    • If they're held in an ISA, we will sell them and bring them across as cash.
    • If they're held in an Investment Account, you will need to sell them before you request your transfer. The proceeds can then be sent to us as cash. This may trigger a Capital Gains tax liability, so please speak to a tax adviser before you sell.

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 can't do this online. Please contact Fidelity’s Retirement Service to get an application form.

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Why choose Fidelity

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All your investments in one secure place

One login, one online statement, one number to call — and one simple fee.

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Value for money

Our typical service fee is 0.35%, but by bringing your investments together you could qualify for our Wealth service, one of the benefits of which is a 0.2% service fee.

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No exit fees

We don't charge exit fees if you wish to transfer out of Fidelity. For transfers in however, we will cover any exit fees your current provider may charge, up to a total of £500 per person. T&Cs apply*

*£500 back on exit fees, terms and conditions

A guide to moving investments

Find out more about moving your investments to Fidelity with our handy guide.

Read the moving investments guide
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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.