Transfer your ISA
Helping you on your journey
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. Eligibility to invest in an ISA or SIPP and tax treatment depends on personal circumstances and all tax rules may change in the future. Withdrawals from a pension will not normally be possible until you reach age 55 (57 from 2028). 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 one of Fidelity’s advisers or an authorised financial adviser of your choice.
Let's get started
Most people know Fidelity as a fund management company. We’re happy with that, as we do offer an extensive range of funds. But it’s not the thing that matters most to us. Our main aim is to make investing easier for you – whoever you are and however you want to invest – so you can integrate your financial decisions with the rest of your life.
It’s easier investing with Fidelity
We know the investment world can sometimes be overwhelming, which is why we want to help you navigate it. We offer guidance and advice to help you achieve what you want in life – no matter what ‘life events’ are most important to you – while also preparing you for the unexpected.
This support starts with the guides further down the page. They don’t just look at saving and spending, they give you tips to help you plan ahead, so you’re ready for what could come – and able to make the most of the opportunities.
Have the experts in your corner
We’ve been investing in markets around the world for over 50 years, so we understand the value of knowledge and expertise. That’s why we have a range of in-house teams to help you make the right decisions for your specific needs and situation.
Our guidance tools, for example, draw on the work of our Multi Asset team to support your investment decisions, no matter what sort of help you need – anything from investing for the first time to narrowing down a list of options to add to your portfolio.
We also have a team producing articles, videos and podcasts covering everything from investment basics to the latest market insights that keep you informed about what’s happening in the financial world. Plus, we have a team of advisers to help you if you need a recommendation on investing or retirement personalised to your needs.
Life event guides
Getting a new job
Changing your job can change your life for the better, as long as it’s the right decision for your situation. We have some ideas to help you assess the opportunities.
Setting up a business
Working for yourself can be an amazing opportunity to spend your time doing what you want. But it can mean new challenges as well. Here are some ideas to help.
Finances for married life
You’re back home after the honeymoon and ready for a life together. Here’s what to think about so you can make the most of it.
Preparing for children
Having a child is amazing, fulfilling – and challenging. We have some ideas to help you prepare your finances for the biggest (and best) change in your life.
Planning for your child’s university
University can help your children achieve their dreams, but it may come with a significant cost attached. We look at some of the ways you can prepare for the opportunity.
When your children move out
Life can change a lot when your children move out. We explore the opportunities and the challenges.
Having a baby later in life
There are many joys to having children later in life but there’s no doubt it can disrupt even the best-laid financial plans. We look at some of the financial considerations.
Thinking about divorce
It’s not easy when a relationship falls apart but making the right decisions about a divorce can help you get to the other side. Here are some things to think about.
Receiving an inheritance
An inheritance can be a mixed blessing. It’s an opportunity for the future, but also a reminder of what you’ve lost. We look at how to make decisions you’ll be comfortable with.
Moving into retirement
Retirement can be a gradual change or a sudden shift. The important thing is to make sure you know what lifestyle you want and that you can afford it. We can help you get ready for it.
Passing on wealth
When you’re building your wealth it’s important to think about what happens once you’re no longer around, so you can make sure your loved ones are looked after. Here are a few ideas to help.
Let's start your savings journey
Open an ISA
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.
Open a SIPP
One of the most tax efficient ways to save. Start a regular savings plan from £20 or make a lump sum payment.
Already have a Fidelity account? Log in
Your ISA checklist
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)
Transfer your ISA
Make sure you have the following information with you:
- Debit card details (for a single payment)
- Bank or building society details (if you’re planning on setting up a regular savings plan)
Existing customers
If you’re an existing online customer, please log in to start your transfer
New customer
If you’re new to Fidelity, you'll need to open an account before you can start your transfer
Open SIPP
You will need:
- 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)
- Your annual allowance (if you are over 55)
Existing customer
If you already have a Fidelity account, log in here to open your SIPP.
New customer
If you're new to Fidelity, you can open your account here.
