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What can we help you with?
Account information
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Documents & account history
- How do I check the value of my account?
- How do I view my documents online?
- How often will I receive statements?
- Where can I see my statements online?
- Can I see all of my account history information online?
- How do I view my transactions online?
- How can I see income distributions on my account?
- How can I view the transaction history of my pension?
- Do you offer employee compliance reporting for employers?
- How long do documents stay on my account?
- What happens to my Junior ISA when I turn 18?
- How do I find my Annual Tax Voucher?
- Can I send duplicate contract notes to anyone?
- Do all the holders on a joint account receive correspondence?
- Can I switch off email notifications for new documents?
- How can I send a copy of my holdings and transactional information to a third party?
- Can I request an illustration on my pension?
- Can I opt out of the duplicate reporting service?
- Why have I received an annual charges summary?
- Can I send duplicate contract notes to someone who lives overseas?
- Where can I find my Annual Benefits Statement?
- What is an Annual Benefits Statement?
- When will I receive my Annual Benefits Statement?
- Can I change the nominated retirement age used on my Annual Benefits Statement?
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Tax
- When will I receive my Annual Tax Voucher?
- Do I pay tax on an ISA?
- How do I understand the information on my Annual Tax Voucher?
- What happens if I exceed my ISA allowance?
- What tax information will I receive?
- How can I find my Capital Gains information?
- How does Fidelity reclaim tax relief on the SIPP?
- Do I pay tax on an Investment Account?
- How is income tax taken from my investments?
- What is Capital Gains Tax?
- What tax relief do I get on my pension?
- How do I claim additional tax relief on my pension?
- When will tax relief be paid into my SIPP and how will it be invested?
- Do I pay tax on an ISA or a pension?
- What happens if I exceed my Lifetime Allowance?
- Does Fidelity need to see my P60 for my pension account?
- Do you need to know my tax code?
- Does your Capital Gains Tax reporting option apply to investments held in your online share dealing service?
- When will my P60 be made available?
- Does Fidelity offer tax advice?
- When do I pay stamp duty tax?
- How much can I contribute into my pension each year?
- How is the Money Purchase Annual Allowance (MPAA) triggered?
- What is the Money Purchase Annual Allowance (MPAA)?
- When is tax relief applied to the investment within my pension?
- If I have exceeded my pension allowance, what are my options?
- What is Carry Forward?
- Why do I not have a P60?
- How can I update my tax code with you for my pension income?
- What is the Tapered Annual Allowance?
- What is the Lifetime Allowance?
- How do I apply to use Carry Forward?
- What is the limit of the Money Purchase Annual Allowance?
- What happens to any regular contributions when a Junior ISA matures?
- If I have started to take income from my pension, can I still make contributions?
- If I am subject to the Tapered Annual Allowance do I need to inform you of my reduced annual allowance?