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Download the latest Investment Outlook

Find out Investment Director Tom Stevenson's outlook for the year ahead.

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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.

Tax allowances - what’s the latest?

Keep informed about the latest tax allowances and how any changes might affect you.

Tax-efficient investing for children

Invest tax-free for a child's future with a Junior ISA and SIPP.

Support for larger portfolios

Fidelity’s Wealth Management service is specially designed for customers with larger portfolios.

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). Withdrawals from a Junior ISA will not be possible until the child reaches age 18 and withdrawals from a Junior SIPP will not normally be possible until the child reaches 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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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

Investment Outlook - Q1 2025

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Tom Stevenson

Tom Stevenson

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Ed Monk

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Becks Nunn

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