Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (2024)

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Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (2)

Use your new 2024/25 allowances with a tax-efficient Self-Invested Personal Pension (SIPP) or ISA.

Learn about tax-efficient investing

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 treatment depends on individual circ*mstances and all tax rules may change in the future. You can't normally access money in a pension until age 55 (57 from 2028).

Stocks and Shares ISA

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

More about our ISA

Start saving in a SIPP

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

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

Why invest with us

*Source: Fidelity, as at 31.12.23

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Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (12)

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Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (13)

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Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (14)

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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.

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Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (15)

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Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (16)

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Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (17)

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Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (18)

Download the latest Investment Outlook

Find out Tom Stevenson's outlook for global markets over the next 12 months.

Get the Investment Outlook

No fee to draw down plus specialist support

So no nasty surprises when accessing your pensions. SIPP fees apply.

More on pension drawdown

Important information - This information and Tom’s picks are not a personal recommendation for any particular product, service or course of action. 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 contactFidelity’s retirement serviceon 0800 368 6882, speak to one ofFidelity’s advisersor contact an authorised financial adviser of your choice.

Markets & insights

UK

When will interest rates fall?

UK economy estimated to grow by 0.1%

Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (19)

Nafeesa Zaman

Fidelity International

12 April 2024

Personal finance

I put my cash in Premium Bonds - are they still worth it?

Are there better homes for my cash savings?

Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (20)

Ed Monk

Fidelity International

12 April 2024

Investment trusts

City of London Investment Trust in focus

A closer look at the ‘dividend hero’

Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (21)

Nick Sudbury

Investment writer

12 April 2024

Learn more about the markets

‘Fixed Interest Investment ISA Bond’ scam

We have been made aware of recent fraudulent activity, intended to impersonate Fidelity International and encourage people into making false investments. Our Fraud Prevention team is working with the relevant authorities to address this as a priority.

This is based upon the fraudulent use of the Fidelity International name and brand to promote a ‘Fixed Interest Investment ISA Bond’ scam, which claims to offerreturns of 2.75% - 5.75% with a minimum initial investment of £15,000. Fidelity International does not offer these products.

Important - If you think you may have been targeted and made an investment already then contact your bank and report the matter to Action Fraud.

Read more about common threats and what you can do to protect yourself

Be fraud aware

Fraudsters are impersonating Fidelity to promote a ‘Fixed Interest Investment ISA Bond’ which offers fixed rates of returns following a minimum initial investment. This is an investment scam and if you think you’ve been targeted and made an investment already, contact your bank immediately and report the matter toAction Fraud.

Additionally, the scam encourages people to call a number regarding the transfer of investments from Legal & General to Fidelity. This number does not belong to Fidelity or Legal & General.

Read more about common threats and what you can do to protect yourself

Be fraud aware

Fraudsters are impersonating Fidelity, falsely claiming the company is going into liquidation. The scam encourages people to call a number regarding the redemption of their assets. Fidelity is not going into liquidation. This number does not belong to Fidelity. If you shared any personal or account information or have redeemed any assets, please contact Fidelity and your bank immediately and report the matter to Action Fraud.

Fraudsters have also impersonated Fidelity to promote a ‘Fixed Interest Investment ISA Bond’ which offers fixed rates of returns following a minimum initial investment. This is an investment scam and if you think you’ve been targeted and made an investment already, contact your bank immediately and report the matter to Action Fraud. Additionally, the scam encourages people to call a number regarding the transfer of investments from Legal & General to Fidelity. This number does not belong to Fidelity or Legal & General.

Read more about common threats and what you can do to protect yourself

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  • Shares
  • International shares
  • Search over 6,000 funds and shares
  • Select 50: funds selected by experts
  • Sustainable Investment Finder
  • Navigator: diversified fund ideas
  • Easy Invest: a low-cost ISA fund
  • Retirement Builder: a fund idea for pensions

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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 circ*mstances 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.

© FIL Limited 2024

Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) (2024)
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