Investment tools & products

• Investment pricing
  • How are investments priced?
• Investment tools & portfolios
  • How do I choose an investment?
  • What online tools and services do you offer?
  • What is Investment Finder?
  • What is a benchmark?
  • How can I compare funds?
  • Do you have any portfolio analysis tools available?
  • What is Navigator?
  • How much should I invest?
  • Is there a way I can save a list of investments?
  • What account is right for me?
  • What is the Watchlist?
  • Do you have any retirement calculators or guides online?
• Investment types & products
  • Does Fidelity offer a Lifetime ISA?
  • What are share classes?
  • How can I pay into a stocks and shares ISA?
  • Do the cash accounts pay interest?
  • How many ISAs can I have?
  • What types of investment are available through the online share dealing service?
  • What is the difference between income and accumulation versions of funds?
  • What is a Stocks and Shares ISA?
  • What happens to my SIPP when I reach 75?
  • What is the 2021-22 Junior ISA allowance?
  • What is a Junior ISA?
  • What is a SIPP?
  • Can I invest for a child?
  • What happens to any income from a stocks and shares ISA?
  • Do I have to go through an adviser to invest on your platform?
  • How many joint holders can you have on an Investment Account?
  • How many Junior ISAs can a child have?
  • Who is eligible for a Stocks and Shares ISA?
  • What is the maximum amount I can pay into my SIPP?
  • What happens to the account when a Junior ISA matures?
  • What do bundled, clean and super clean mean in relation to share classes of funds?
  • What can a SIPP invest in?
  • What is the 2021/22 ISA allowance?
  • Can you withdraw money early from a Junior ISA?
  • Who can open a Junior ISA?
  • Is my cash protected?
  • What cash facilities do you offer?
  • When can I begin taking money from my pension?
  • How does a Junior ISA differ from a Child Trust Fund?
  • Does Fidelity offer annuities?
  • Is there a limit on how long I can hold cash in my account?
  • Can my employer make contributions to my pension?
  • Can I contribute to someone else’s SIPP?
  • Does the SIPP qualify for auto-enrolment?
  • Is there an incentive to invest bulk lump sums e.g. over £10,000?
  • What is the difference between actively and passively managed funds?
  • What happens to a Junior ISA when a child turns 18?
  • How much can I pay into a pension each year?
  • Do I have to invest straight into investments?
  • Who can have an ISA?
  • Can I open a SIPP for my child?
  • What happens if I go over my annual allowance?
  • What is pension tax relief?
  • How do I set up an account for trust investment?
  • How do I begin taking money from my pension?
  • Can I have more than one pension?
  • Is pension drawdown taxable?
  • How can I make the most of the tax efficient allowances on my pension?
  • What are the main features of your share dealing service?
  • What is the Junior ISA age limit?
  • Until what age can I contribute to my SIPP?
  • I have a small share holding that is worth less than the dealing fee. What can I do?
  • What happens to any regular contributions when a Junior ISA matures?
  • Can I ShareGift my stocks and shares?
  • Who can manage the investments within a Junior Stocks and Shares ISA?
  • What are Investment Pathways funds and who can invest into them?
  • Can I hold investments from different fund managers within one account?
  • I’ve donated my shares to ShareGift – can I suggest a charity to them?
  • Can I donate my defunct shares?
  • What is ShareGift?
  • Can I donate my shares to charity?
  • What is the SIPP Annual Allowance?
  • Can I donate my fund holdings / small account balance to charity?
  • Can I claim tax relief on donations of shares to ShareGift?
  • I operate as a sole trader or through a partnership. What kind of contributions can we make and what do you require?
• Investments & factsheets
  • Which stocks and shares can I trade in?
  • Where can I find a list of your available funds?
  • How do I find out which investments are available within the SIPP?
  • Are you a member of the government’s financial services compensation scheme?
  • Where can I find funds or investments on your website?
  • Can I print a factsheet?
  • Are Investment Trusts or ETFs available within the SIPP?
  • What information can I find on a fund factsheet?
  • What is a personal illustration?
• Research & insights
  • Does Fidelity have a 'refer a friend' scheme?
  • Do you offer advice for investments?
  • Where can I find information on the Woodford funds suspension and closure?
  • What is InvestSense?
  • How can I learn about the markets and investments in general?
  • How do I start investing in stocks and shares?
  • What risks are there when I invest my money?
  • How can I amend my InvestSense preferences?
  • Do you have any information on environmental, social and governance (ESG) investing?