Let us support you

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