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Dealing with a bereavement
- What happens upon an account holder's death?
- What is an expression of wish?
- How do I notify you of the death of an account holder?
- What happens to my pension if I die?
- How do I submit my expression of wish?
- How do I transfer an Investment Account after a bereavement?
- When I need to send in documents relating to a bereavement, who can certify those documents?
- How do I transfer ISA investments from a deceased account into a new name?
- Can I nominate who will receive my pension when I die?
- How do I transfer an inherited ISA allowance from another provider?
- What is an Inherited ISA?
- What options do the beneficiaries of my pension have?
- What documents are required for small estates?
- Does my pension form part of my estate?
- How do I transfer an inherited ISA allowance from a Fidelity account?
- What happens to my joint account when one of the account holders dies?
- Where can I find information on how to deal with a bereavement?
- Will Fidelity help with the payment of Inheritance Tax bills before distribution of the estate?
- What can I do with holdings that I've inherited?
- What are the tax implications for my beneficiaries when they receive my pension?
- What happens following receipt of the account holder's Death Certificate?
- Are beneficiaries subject to Capital Gains Tax?
- Can I move the deceased account holdings into cash while we are gathering the required documentation?
- How can money in a deceased customer's Investment Account be used to invest into an ISA?
- When do you need to see probate?
- What is probate?
- How do I apply for probate?
- When might a Grant of Representation not be required?
- Will Fidelity help with the payment of funeral costs before distribution of the estate?
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Dealing with a life changing event
- Where can I send documentation?
- How do you register a Power of Attorney or Court of Protection order on one or more accounts?
- What other documents are required for an ISA application with a Power of Attorney?
- What is a Lasting Power of Attorney (LPA)?
- How can I set up a Power of Attorney?
- Is there anything a Power of Attorney can’t do?
- What are the different types of Power of Attorney?
- I have recently divorced and have been awarded part of my ex-spouse’s pension. How can I transfer this money to you?
- What is a General Power of Attorney?
- What is the certification process?
- What is an Enduring Power of Attorney (EPA)?
- What documents do I need to send to change my name after a divorce?
- What are the Attorney identification requirements?
- Do I need to tell you if I've changed my employment?
- I recently divorced and was awarded part of my ex-spouse’s pension, which is currently in drawdown. How can I transfer this money to you?
- What can a Power of Attorney do?
- What is a Court of Protection?
- Fraud & suspicious activity
- Helping vulnerable customers
- Moving & living overseas
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Tell us about an issue
- How do I send you an email?
- Where do I send my letter if I want to write to you?
- Can I cancel a deal?
- How do I send a secure message?
- What is Fidelity's address to send application forms and instructions to?
- How long will you take to reply to a secure message?
- Why have you not placed my deal?
- Do you accept fax as a method of communication?
- Why have you returned my payment?