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Be invested to make the most of your money

Don’t pay more tax than you need to with our award-winning Stocks & Shares ISA or pension.

Be tax savvy

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

Stocks and Shares ISA

Invest up to £20,000 each year into a tax-efficient Stocks and Shares ISA.

Start saving in a SIPP

A Self-Invested Personal Pension is a tax-efficient way to save for your retirement.

Reasons to choose Fidelity

With over 50 years' investing experience, we are trusted by over 1.6 million UK customers.*

*Source: Fidelity, as at 30.09.24

Important information - Tax treatment depends on individual circumstances and all tax rules may change in the future. You can't normally access money in a pension until 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.

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Tell us your preferences and we’ll give you a fund or two to consider.

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Show me expert picks

Browse a list of our favourite funds, selected by experts.

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Use our powerful tool to search and filter the thousands of investments on offer.

Important Information - This information and our guidance tools are not a personal recommendation in respect of a 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. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.

Get your pensions and ISAs working harder for you

Plus get £500 to £2,500 cashback when you move them to us. Exclusions, T&Cs apply.

Important information: 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 benefits, charges and features offered. To find out what else you should consider before transferring, please read our transfer factsheet and our transfer guide: Moving your investments to Fidelity, which explains the options available and gives you the important information you need to know. 

Could our financial advisers help you?

Here’s everything you need to know from service basics to next steps.

Drawdown your pension however you like

So you can do whatever you like. Flexible access to your pension with our SIPP.

Important information - Pension and retirement planning can be complex, so if you are unsure about the suitability of a pension investment, retirement service or any action you need to take, please contact Fidelity’s retirement service on 0800 368 6882 or refer to an authorised financial adviser of your choice.

Markets & insights

5 stocks to watch in early 2025

A roundup of some of the stocks set to make the headlines


Richard Evans

Richard Evans

Fidelity International

My fund picks for 2025

Tom Stevenson’s annual ISA and SIPP fund choices


Tom Stevenson

Tom Stevenson

Fidelity International

3 tax quirks that could see your IHT bill soar

IHT rules can lead to wildly different outcomes from similar circumstances


Ed Monk

Ed Monk

Fidelity International