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Investment guides & videos

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. 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 an authorised financial adviser.

Whether you’re a beginner or an advanced investor, we make it simple to get started with us. Our experts have put together a variety of useful investment guides and finance videos for you to explore, and to help you make the most of your money.

Our videos break down some of our most frequently asked questions, from ‘What is a Stocks and Shares ISA?’ to ‘How much should I pay into my pension?’. You can also explore our award-winning ISA, awarded Best Buy 2020 by Boring Money. And, if you’re looking to read about a broad range of investing opportunities, our guides could help you gain a better understanding of what’s available. Learn everything you need to know about Fidelity funds, investment transfers and how to buy and sell shares.

Our most popular Investment and retirement guides

ISA

Learn more about how investing in an ISA works.

Personal Pension

Our low-cost SIPP, backed by Fidelity's investment expertise

Pension drawdown

Everything you need to know about income drawdown.

Getting the retirement income you need

Helping you understand the retirement options open to you

Share dealing

How to buy shares, investment trusts and exchange-traded funds

Designed to help you understand how to buy

How to sell shares, investment trusts and exchange-traded funds

Designed to help you understand how to sell

Pensions and Retirement

Saving for retirement

An essential guide to making sure you’re ready for the future you want.

Video: what is a final salary pension?

Explaining what one is and your transfer options

Video: how much should I pay into my pension?

Understanding how to boost your pension pot and tax relief

Video: what is a SIPP?

Learn how a self-invested personal pension can help you save tax-efficiently for your retirement.

Our SIPP

Our low-cost SIPP, backed by Fidelity’s investment expertise

Annual allowance

Understanding how the annual allowance works

Pension drawdown

Everything you need to know about income drawdown

Taking money from your pension

Everything you need to know about withdrawing from your pension

Money purchase annual allowance (MPAA)

Find out how taking more than the 25% tax-free amount could affect your annual allowance

Annuities

Everything you need to know about annuities

Taxation on Pension Withdrawals

Helping you understand taxation on pension withdrawals

Funds, investment trusts and ETFs

Choosing funds

Whatever your goals, we can help guide you there

ISAs

Video: what is an ISA?

Explaining the different types of ISA to help you choose what's right for you

Video: what is a Stocks and Shares ISA?

Helping you understand the differences between a Stocks and Shares ISA and Cash ISA

Video: what is a Junior ISA?

Covering the Junior ISA basics and how it could make a difference to your child’s future

ISA guide

Guidance to tax-efficient investing

Junior ISA Guide

A guide to the Junior ISA

Transferring my investments

Moving your investments to Fidelity

All you need to know before transferring in

One home for all your investments guide

No matter which company manages your money

Stock transfers

Transferring your investments to an alternative beneficiary

Annual tax voucher

Annual tax voucher

Everything you need to know about your tax voucher

What to do when someone dies

Guide for executors and administrators

Helping you through the bereavement process

Understanding market volatility

Managing investments in uncertain times

This is a general guide about investing when the stock market is in an unpredictable period of sharp falls or rises.

Managing investments in uncertain times

This explains the value of investments and the income from them can go down as well as up so you may get back less than you invest.

Unlocking women's financial power

Working with Fidelity, women can realise their financial strength.

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The value of investments can go down as well as up so you may get back less than you invest. 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 an authorised financial adviser. The value of tax savings and eligibility to invest in an ISA or a SIPP depend on personal circumstances. All tax rules may change in future.