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Junior ISA
| Task | Apply online | Download form |
|---|---|---|
| New investments | ||
| Open a Junior ISA (single or regular payments) | Open | Online only |
| Add money to a Junior ISA | Add cash | Online only |
| Managing your account | ||
| Amend regular payments | N/A | Junior ISA amend |
| Switch between investments | Switch | Online only |
| Change a registered contact | N/A | Junior ISA change contact |
Retirement Builder - an investment option for your pension
| Task | Apply online | Download form |
|---|---|---|
| Find out more about Fidelity's Retirement Builder | Available | Fidelity's Retirement Builder |
Junior Pension
| Task | Apply online | Download form |
|---|---|---|
| New investments | ||
| Open a Junior SIPP | Open | Junior SIPP application form |
| Transfer a Junior SIPP | N/A | Junior SIPP application form |
| Add money to a Junior SIPP - from Parent/Guardian as a lump sum | Open | Junior SIPP top up form |
| Add money to a Junior SIPP - from a 3rd party and/or set up a Parent/Guardian regular contribution | N/A | Junior SIPP top up form |
| Managing your account | ||
| Amend a regular savings plan | N/A | Junior SIPP amend form |
| Switch between investments | N/A | Junior SIPP switch form |
Payments from a relative or close family friend
| Task | Apply online | Download form |
|---|---|---|
| Junior ISA | ||
| Open a Junior ISA with a single payment | Open | Online only |
| Set up a regular savings plan from someone else | N/A | JISA Third Party Regular Savings Plan |
| Amend a regular savings plan from someone else | N/A | JISA Third Party Regular Savings Plan |
| Junior SIPP | ||
| Open a Junior SIPP | Open | Junior SIPP application form |
| Set up a regular savings plan from someone else | N/A | Junior SIPP top up form |
| Amend a regular savings plan from someone else | N/A | Junior SIPP amend form |
Your Junior SIPP checklist
If you’re ready to proceed, you'll need:
- Your National Insurance number
- If the child is 16 or above - Junior's National Insurance number and their agreement to the tax relief declaration. The child must be present to provide their confirmation.
Once the account is open, you’ll be able to contribute by:
- Making a single payment via debit card, bank transfer or cheque
- If you want to set up regular contributions by direct debit or request payment from a third party, a form will be available to download at the end of the application.
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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.
This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.
