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Submission: On September 22 via automatic, source certstream-suspicious — Scanned from DE
Submission: On September 22 via automatic, source certstream-suspicious — Scanned from DE
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Update your web browser The web browser you are using is out of date. To get the best experience of our website and enhanced security, please update your web browser. Update your operating system Your computer’s operating system is out of date. To get the best experience of our website and enhanced security, please update your operating system. * Personal Investing * Investing with an adviser * Fidelity FundsNetwork * Fidelity for Investment Professionals * Workplace Pensions * Fidelity Institutional Transferring from L&G? Investing for beginners Help & support Register for online access Back to account summary Log out Log in Skip Header Log in Log out Menu Close Services SERVICES Services Overview OUR ACCOUNTS Back OUR ACCOUNTS -------------------------------------------------------------------------------- Stocks and Shares ISA Personal pension (SIPP) Investment Account Junior ISA Junior SIPP Fees and charges Our terms of service WHAT WE OFFER Back WHAT WE OFFER -------------------------------------------------------------------------------- Why Fidelity Back WHY FIDELITY -------------------------------------------------------------------------------- Why Fidelity Overview What we offer Investing online with us Ongoing enhancements Back Advice service Fidelity Retirement service Wealth service Fidelity Investor Centre I WANT TO... Back I WANT TO... -------------------------------------------------------------------------------- Open an account Choose investments Transfer investments View pension allowances Back VIEW PENSION ALLOWANCES -------------------------------------------------------------------------------- View pension allowances Overview Maximise my tax allowances Back -------------------------------------------------------------------------------- Overview Advice, tools & guidance ADVICE, TOOLS & GUIDANCE Advice, tools & guidance Overview GET STARTED Back GET STARTED -------------------------------------------------------------------------------- Investing basics Back INVESTING BASICS -------------------------------------------------------------------------------- Investing basics Overview Investment risk and return Understanding volatility and risk Effective asset allocation Why have a regular savings plan How mutual funds work How exchange-traded funds work How investment trusts work How shares work Back Are you ready to invest? Choose an account Invest for Life videos Fidelity’s advice service GUIDES Back GUIDES -------------------------------------------------------------------------------- Principles for good investing Investment guides & videos Life events Back LIFE EVENTS -------------------------------------------------------------------------------- Life events Overview Finances for married life Preparing for children Planning for university Thinking about divorce Receiving an inheritance Passing on wealth When your children move out Moving into retirement Getting a new job Setting up a business Having a baby later in life Back Modern Life Report ISA Guide Self-employed TOOLS Back TOOLS -------------------------------------------------------------------------------- Help choosing investments Chart and compare Retirement planning calculators Stocks & Shares ISA Calculator -------------------------------------------------------------------------------- Overview Funds FUNDS Funds Overview SHOW ME A FEW IDEAS Back SHOW ME A FEW IDEAS -------------------------------------------------------------------------------- Find a fund based on risk Sustainable and ESG investing Easy Invest SHOW ME EXPERT PICKS Back SHOW ME EXPERT PICKS -------------------------------------------------------------------------------- Our experts’ favourite funds - Select 50 Our experts’ favourite ETFs - Select ETF Fidelity Select 50 Balanced Fund SHOW ME EVERYTHING Back SHOW ME EVERYTHING -------------------------------------------------------------------------------- Investment Finder Fund updates Fund prices I WANT TO... Back I WANT TO... -------------------------------------------------------------------------------- Choose a fund Open an account View fund articles Chart and compare funds -------------------------------------------------------------------------------- Overview Shares SHARES Shares Overview NEWS & DATA Back NEWS & DATA -------------------------------------------------------------------------------- Share prices and market data Share news and insights Shareholder perks and benefits SHARE DEALING Back SHARE DEALING -------------------------------------------------------------------------------- Investing in shares Share dealing fees and charges Share dealing FAQs FTSE Indices Find shares IPOs and placings OTHER INVESTMENTS Back OTHER INVESTMENTS -------------------------------------------------------------------------------- Investment trusts Exchange-traded funds (ETFs) Our experts’ favourites - Select ETF I WANT TO... Back I WANT TO... -------------------------------------------------------------------------------- Find a share Open an account Transfer investments Chart & compare shares -------------------------------------------------------------------------------- Overview Pensions & retirement PENSIONS & RETIREMENT Pensions & retirement Overview SAVING Back SAVING -------------------------------------------------------------------------------- Saving in your 20s and 30s Saving in your 40s Saving in your 50s Self-employed pensions PLANNING Back PLANNING -------------------------------------------------------------------------------- Things to consider Back THINGS TO CONSIDER -------------------------------------------------------------------------------- Things to consider Overview Creating a plan Lifetime allowance Legacy planning Back Choosing income options Taking tax-free cash GUIDANCE & ADVICE Back GUIDANCE & ADVICE -------------------------------------------------------------------------------- Fidelity's retirement service Retirement planning calculators Drawdown Investing in retirement Investment Pathways I WANT TO… Back I WANT TO… -------------------------------------------------------------------------------- Open a SIPP Transfer a pension Speak to a retirement specialist Change your drawdown income View pension allowances Back VIEW PENSION ALLOWANCES -------------------------------------------------------------------------------- View pension allowances Overview Pension tax relief Lifetime allowance Annual allowance Tapered annual allowance Carry forward allowance Money purchase annual allowance Back -------------------------------------------------------------------------------- Overview Markets & insights Search NEED FINANCIAL ADVICE? Our advisers can provide you with a personal financial strategy to help you reach your investment goals. Find out more WHAT WOULD YOU LIKE TO DO TODAY? Choose an investment Open an account Log in to my account Get retirement advice Get help with my account Transfer investments Learn about investing View fees and charges Find out about Fidelity If you’ve received a letter from Legal & General about moving to Fidelity, find out more about what the move could mean for you. Important information - please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. HOW WOULD YOU LIKE TO INVEST? Navigator SHOW ME A FEW IDEAS Tell us your risk preference and we’ll give you a couple of fund options to consider. Open Navigator Select 50 SHOW ME YOUR EXPERTS’ PICKS Browse a list of our experts’ favourite funds. See the Select 50 Investment Finder SHOW ME EVERYTHING YOU OFFER Use our powerful tool to search and filter the thousands of investments on offer. Search for investments These guidance tools are not a personal recommendation in respect of a particular investment. If you need additional help, please speak to a financial adviser. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals. PENSIONS ARE EASIER TO CONTROL WHEN THEY'RE ALL IN ONE PLACE. Bring your pension savings together with Fidelity's Self-Invested Personal Pension and take more control of your money. Find out more WHY CHOOSE FIDELITY? A TRUSTED PROVIDER Through Trustpilot, you can read up-to-the-minute, real-world reviews and see for yourself how Fidelity aims to put our customers first and make investing easy. Find out more about Fidelity SIMPLE, CLEAR PRICING Enjoy low costs, no initial charges and no additional fees to switch or exit. Learn about our fees ACCESS ANY TIME Invest in a few steps with 24/7 online access from your computer, tablet or phone. Explore our services INVESTMENT OPTIONS Invest in a range of mutual funds, exchange-traded funds (ETFs), investment trusts and individual stocks and shares. Save money with our discounts on hundreds of funds. Find the right investment for you DRAWDOWN YOUR PENSION HOWEVER YOU LIKE. So you can do whatever you like. Flexible drawdown access with our low cost SIPP Find out more OUR EXPERTS’ FAVOURITE FUNDS Not sure where to invest? Get some help with Select 50. View Select 50 MARKETS & INSIGHTS Personal finance WHAT DO RISING GAS PRICES MEAN FOR ME? Don’t get caught out - prices are going up and budgeting has never been more … -------------------------------------------------------------------------------- Emma-Lou Montgomery Fidelity International 21 September 2021 Global WATCH: MARKET NEWS UPDATE - 20 SEPTEMBER 2021 In this video Fidelity’s Tom Stevenson looks to the week ahead as weakness in… -------------------------------------------------------------------------------- Tom Stevenson Fidelity International 20 September 2021 Global MARKET NEWS TODAY - 20 SEPTEMBER 2021 What’s driving your investments this week? -------------------------------------------------------------------------------- Tom Stevenson Fidelity International 20 September 2021 Learn more about the markets Important policies IMPORTANT POLICIES * Whistleblowing policy * Security * Privacy statement * Legal information * Accessibility * Cookie policy * Complaints procedure * Mutual respect policy * Doing Business with Fidelity * Modern slavery statement * Diversity and Inclusion * Fidelity gender pay report Useful information USEFUL INFORMATION * About Fidelity International * Preference centre * Statutory and Regulatory disclosures * Help & support * Bereavement * Forms * Contact us * Affiliates * Transferring from L&G? Other Fidelity sites OTHER FIDELITY SITES * Fidelity global sites * Fidelity Careers * Workplace Pensions * Press and media 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 Service 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 2021 Fidelity uses cookies to provide you with the best possible online experience. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. However, you can change the cookie settings and view our cookie policy at any time. Continue Close ‘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 offer returns 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 Close 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 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 Close 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