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Fidelity SIPP

About Fidelity FundsNetwork

FundsNetwork is Fidelity’s platform. It was set up in 2000 and is now one of the UK's largest platforms, offering more than 1,200 funds from 70 of the UK's leading fund companies.

Fidelity has portfolio management and research staff in 12 financial centres around the world and offices in 23 countries. Fidelity Worldwide Investment and its subsidiaries manage assets worth US$232.8 billion (as at 30/09/2012) for major institutions and millions of private investors around the world.


Why you should invest in a Fidelity FundsNetwork SIPP through CommShare

  • No initial charges on funds
  • 100% commission free SIPP using commission free funds
  • Our fee is 0.24% p.a. and Fidelity FundsNetwork fees are 0.25% p.a.
  • No annual administration charge
  • Valuation and fund monitoring included

Summary of Fidelity FundsNetwork SIPP

Fund companies

Funds

Establishment charge

Annual administration charge

Transfer in fee

Switching charge

70

1,200

£0

£0

£0

Nil


Minimum Contributions Limits

To set up a SIPP the minimum payments are:

  • Single Lump Sum £1,000 gross
  • Regular Monthly £200 per month gross or £2,400 per year gross
  • Transfers in £10,000 (£1,000 for Top-Ups)

Overall, payments must not exceed the limits set by HM Revenue & Customs.


Invest or Transfer

Please make sure you read the following before investing or transferring:

To request a brochure and forms by post click here.

Please note you cannot apply for a Fidelity FundsNetwork SIPP online.


Register

If you’ve previously arranged your Fidelity FundsNetwork SIPP elsewhere, you can easily include it in our service. All you have to do is complete a Registration Form.

Why not do it now? It only takes a couple of minutes and doesn’t affect your investments in any way.

All of your Fidelity FundsNetwork SIPP funds will automatically be included in your FUNDSFOLIO account where you can see an up-to-date valuation of your funds and comprehensive, impartial fund information.


Switch

You’ll need to log into your on-line account to switch between funds in your SIPP. Click here to log in.


Taking Retirement

Buying an Annuity

If you want to buy an annuity with your pension fund please contact us for current rates. We search rates from the whole of the market and offer generous cashback too. Alternatively, you can use our online annuity calculator to check rates yourself by clicking here.

Taking an income from your SIPP (Income Drawdown)

We strongly recommend that you seek advice from a financial adviser if you’re planning to draw an income straight from your SIPP. We are unable to arrange Income Drawdown.

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

  • CommShare Ltd, 16 Hatherley Road, Sidcup, Kent, DA14 4BG
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com

CommShare Ltd is Authorised and Regulated by the Financial Conduct Authority.