SIPP Account

£50Minimum Investment
0.10%Average Annual Fund Fee

Fidelity SIPP Overview 

One low cost service fee - which is typically 0.35% on the investments you have with Fidelity. Ongoing fund charges will apply

Flexibility - allowing you to hold cash as well as investments - so you can hold your money in cash if you are concerned about the market's prospects, and move into investments when you believe they have more potential

24/7 access - via their online Account Management system

A wide choice - they give you access to a wide range of investment options as well as tools to help you find the right funds for you

Great service - they are committed to providing excellent customer service, from their UK-based contact centre to investment guidance on their website

Fidelity SIPP Fees 

Total value of investmentsService Fee (Annual amount or rate)
0 to £7,499.99

£45 without monthly Regular Savings Plan 

0.35% with monthly Regular Savings Plan 
£25 for Junior ISAs/Junior Pension

7,500 to £249,999.990.35%
£250,000 to £1,000,0000.20%

No further Service Fee is charged for assets held above £1,000,000. 

*Please note that the service fee will be charged on the entire portfolio.
For exchange traded instruments including investment trusts, this is capped at £45. There is no service fee for these investments held in the Fidelity Investment Account.

Platform Risk Warning

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. If you invest in a SIPP there is no capital gains tax on growth and no income tax on interest. The value of tax savings and eligibility to invest in a self-invested personal pension (SIPP) depend on personal circumstances. All tax rules may change in future. With pension products you will not be able to withdraw your money until you reach age 55. 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