A very warm welcome awaits
We’ve promised we'll take good care of you. Let’s show you what we mean.
Important information: The value of investments can go down as well as up 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.
You’re in safe hands
If you’ve received a letter from Legal & General about moving to Fidelity, we’ve created this page especially for you so you can get to know us a little better. We hope this will give you a real sense of what investing with Fidelity could be like and how we support our customers.
A quick introduction
To welcome you in person, Maike Currie shares why she’s excited about the year ahead. And our Markets and Insights team tell you a bit more about how we’ll keep you in the know and help get your money working harder.
There’s lots to look forward to
Whatever you’re saving for, whether it’s buying a house, starting a business or a long and healthy retirement, investing can help bring it a step closer. Here are some of the benefits and services you’ll enjoy as a Fidelity customer to help you achieve your goals.
Gain access to one of the UK’s most extensive fund ranges, as well as shares, investment trusts and exchange-traded funds - giving you more ways to meet your investment goals.
Secure online account
Manage your account 24/7. You can place transactions, keep track of all your investments and see how they’re performing through our secure online area and easy-to-use mobile app.
Know that we’re here for you. We’ve plenty of information on our website, but we’re also on hand when you need to talk to someone. Our UK and Ireland call centres are open six days a week.
Reach your retirement goals with our wide range of online resources and talk to our dedicated retirement teams who can answer questions and discuss options with you.
Guidance and advice
We’re able to give you the support you need - from guidance, to help you make your own decisions, to personal recommendations through financial advice.
Build on your knowledge and invest with confidence. Our in-house specialists will provide you with the latest market news and insights - so that you’re always up to date.
Keeping you informed
We’re always looking at fresh and innovative ways of supporting you so that you can make the right investment decisions. Our renowned Markets and Insights team play a vital role in this.
The latest market news and insights
From lively interviews and debates, to market insights and hard-hitting articles our team has got its finger on the investment pulse... so, you don’t have to.
If you’d like a closer look at some of their work, we’ve shared a few articles below.View articles
Peace of mind
If you’re thinking ahead and wondering about the practicalities of moving to us, here are a few things we thought you’d like to know.
Already a Fidelity customer?
Don’t worry, we’ve got you covered. When your accounts are moved over, we’ll be matching your records for a smooth transition.
If you’ve got specific questions about your account right now, please contact Legal & General. For more general questions about the move we’ve tried to answer everything you may want to know here.
Your security is our top priority. We’re doing what we can to protect you, but knowledge is your best defence. To help keep yourself safe, read up on the ten things that Fidelity will never ask you.
Don’t just take our word for it
“Easy to use, low cost investment platform for ISAs and pensions with an excellent range of funds. Highly recommended!” (Colin, Nov 2020)
Easy to use
“Service has always been excellent, platform is intuitive and easy to use, and staff knowledgeable and helpful” (Ted, Nov 2020)
Informative and helpful
“Excellent service plus lots of market insights and they are informative and helpful” (Noel, Jan 2021)
Great customer service
“Great customer service and many useful tools and features on the web site” (Stephen, Jan 2021)
Our Markets and Insights team write about what’s important to you, from the latest market news and views to exploring the opportunities and implications of a range of life events - such as planning for your child’s university, divorce, moving into retirement and more.
Which gifts to family are caught by Inheritance Tax?
Wanting to give money to children is a natural instinct for many families.
Be fraud aware
Fraudsters are impersonating Fidelity to promote a ‘Fixed Interest Investment ISA Bond’ which offers fixed rates of returns following a minimum initial investment. This is an investment scam and if you think you’ve been targeted and made an investment already, contact your bank immediately and report the matter to Action Fraud.
Additionally, the scam encourages people to call a number regarding the transfer of investments from Legal & General to Fidelity. This number does not belong to Fidelity or Legal & General.