![]() Less than £7,500, held in a Junior ISA/SIPP Total value of investmentsĠ.35% if you have a regular savings plan or £45 if you don't To see this in more detail please read the. The table below shows how this fee changes, as your investments increase. ![]() However, you do not pay a service fee on exchange-traded investments held in an Investment Account.The portion of the fee you pay on exchange-traded investments (shares, exchange-traded funds (ETFs), bonds, etc.) is capped at £45.We add all your accounts together before we work out which fee band you’re in, meaning we’ll charge you the lowest rate. We believe in giving you great value, so we charge an annual service fee, payable monthly, based on the value of all your investments. And did we mention all the award-winning, on-the-go access and support with investing you get? That’s all included in our service fee. If you've already started taking drawdown from your pension from another provider, you can still transfer it. Your pension account value must be at least £50,000. If your pension isn't already in a Fidelity SIPP, you'll need to transfer it to us before you enter drawdown. They can also help you set up regular income payments. They can make the complex world of pension drawdown easier to navigate by clearly taking you through your income options and demystifying your lifetime and money purchase annual allowances. Specialist support - Fidelity's retirement specialists are just a phone call away when you need them. All you pay is our usual service fee for our SIPP and the fund/investment charges based on what you choose, set by the companies and funds you decide to invest into.Įasy access to your money online - you can take taxable income payments or tax-free cash or lump sums online. No drawdown fees - you don’t have to pay to draw down your pension from Fidelity's award-winning SIPP. There’s no set up, one-off withdrawal or annual drawdown fees. This includes taking up to 25% as tax-free cash, either as a lump sum or in stages. Income flexibility - you choose how much to take from your pension, and when to take it, as your circumstances change.
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