Overview- An annual Service Fee of just 0.25%, plus an Investor Fee of £45 if not being paid on another account already
- No restriction on the maximum contribution they can make
- Initial and top-up contributions can be made using either a debit card or cheque
- Withdrawals can be made at any time, or you can set up a regular withdrawal plan
- Existing investments can be re-registered to have everything in one place
- Accounts can be designated to support specific usage (such as investing for a child's wedding)
Services
Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
About us
Model portfolio services
Support services
Support services
Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
News & insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
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Investment Outlook
Understanding market volatility
Webinar: Surviving retirement
News & Insights
News & Insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
Building profitable practices
Guidance & advice
Technical resources
Replacement of the lifetime allowance Retirement Income Pension forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change
Technical matters
Technical matters
Replacement of the lifetime allowance Retirement Income Pension forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change
More support
Investment Accounts
For investors who require the option of investing outside of a pension and an ISA.
New investments can be made either as a lump sum or as a regular savings plan. Once invested, your clients will have access to over 5,000 investment options.
Advantages for your clients
Please note that the value of investments and the income from them can go down as well as up so the client may get back less than they invest.
Advantages for you
- A range of adviser fee options
- Corporate and individual accounts
- Our 'Quote and Transact' service makes it easier for you to manage your clients and prospective clients