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Before you access your pension savings

You can continue with this online application only upon meeting the below criteria. If you don't meet any of these criteria and still need to access your pension due to any other reason, please call Fidelity's retirement service on 0800 368 6882 between 9am to 5pm, Monday to Friday.

You need to:
 

  • Be at least 55 years of age.
  • Have considered taking guidance from Pension Wise or regulated financial advice. We'll ask you to tell us your decision later.
  • Have a direct Fidelity SIPP account with at least £10,000 in tradable value. What is tradable value?
  • Have the details of any tax-free cash withdrawals taken previously with other pension providers. This can be found on your annual statements.
  • Have received a 'Helping you plan for your retirement' pack dated within the last 12 months. Where can I find this?
  • Be a UK resident and not a US person. If you're an overseas resident or a US person, please speak to Fidelity's retirement service. See examples

If you have any HMRC pension protections, you won't be able to continue this application online. Please call Fidelity's retirement service on 0800 368 6882 for assistance.