Experienced Investor
£1,000 on offer for moving your pension or ISA
Fidelity will also reimburse investors up to £500 to help cover any exit fees charged by their existing providers.
Depending on the amount transferred, customers who move their pension savings, ISA or funds to Fidelity Personal Investing between now and 3 March 2017 could earn between £100 and £1,000 cashback.
Customers must transfer a minimum of £50,000 to be eligible for the offer.
The cashback offer is open to both new and existing customers who want to monitor and manage their investments in one online account.
|
Total value transferred |
Cashback |
|
£50,000-£99,999 |
£100 |
|
£100,000-£149,999 |
£200 |
|
£150,000-£199,999 |
£300 |
|
£200,000-£299,999 |
£400 |
|
£300,000-£399,999 |
£600 |
|
£400,000-£499,999 |
£800 |
|
Over £500,000 |
£1,000 |
Jonathan Hewitt, head of personal investing at Fidelity International, said: “The start of the year is often a time for reflection and an opportunity to get your personal finances in order. One effective way of achieving this is to bring all your savings and investments together into one place.
“If you’ve worked for a number of different companies throughout your career, it’s highly likely that you will have pension savings across a number of different providers. Add to that any other investment accounts, such as an ISA, that you may have and the number of accounts you have to keep track of could be quite a handful.
“By consolidating your investments, you’ll be able to spend less time keeping track of all of your investments and more time concentrating on the investment options that could help you reach your financial goals.”
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