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Fidelity SIPP Cashback Offers & Discounts

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Terms & Conditions
  • What will stop me getting cashback?
    • Cashback will not be paid in conjunction with any other offer, voucher or discount code unless listed on this page, or with any other discounts such as staff or student discounts. This scheme cannot be clubbed with any other offer or promotion run by Fidelity for its other services.
    • SIPP Transfers are not eligible for these cashback offers unless specifically stated in the offer copy.
    • The cashback is only available to new Fidelity customers, i.e. the individual must not hold any other investments or regular savings plans with Fidelity already.
    • The cashback offer is only applicable for new Fidelity customers applying for a new Fidelity SIPP.
    • The cashback only be paid if the initial investment is held with Fidelity for a minimum of 3 months from the date of such investment.
    • The cashback will not be paid to existing customers topping up their investments.
    • The cashback will only be paid for a maximum of one application per TopCashback account.
    • The cashback will only be paid for applications made from within the United Kingdom.
    • The cashback will only be paid if the individual has completed the entire SIPP application online in one continual transaction. If a user opens an account but does not invest money at the same time the sale will not be validated. This includes users who have opened an account but are unable to invest online at the same time due to anti-money laundering verification. Investments made after the account has been opened will not be accepted as valid in terms of this cashback offer.
    • The cashback will only be paid if the initial investment is a minimum lump sum of the value indicated in the offer.
  • What else is essential?
    • After clicking through to the Fidelity website from the link on the TopCashback page, you must generate and complete (in one continual online transaction) a new SIPP application within 30 days in order for the SIPP to be tracked and for the cashback to be validated. This is because the cookie that tracks the sale only lasts for 30 days on your device. Similarly, if you click through and remove your cookies before completing the sale, the sale will also not track.
    • All SIPP applications will be validated by Fidelity. The cashback process will only begin 120 days after the application start date for new SIPP eligible investment. Provided that all the aforementioned minimum investment criteria and duration are satisfied, any valid, tracked SIPP will be confirmed.
    • Cashback will be paid on net purchase value and will not be paid on VAT, delivery, card payment fees, taxes or any other additional charges.
    • Fidelity’s standard terms and conditions for applications are as listed on its website and will also apply in respect of the individual’s application. Fidelity may from time-to-time revise, amend, update such terms by posting the revised terms and conditions on its website. You will be governed by the terms and conditions applicable on the date of your eligible investment. For more information, please see the Fidelity website.
    • For specific monthly regular savings plan offers, only Regular Savings Plans (RSPs) that meet the minimum investment amount indicated in the offer, at the time of investment will be eligible for cashback. No other RSP frequency other than monthly will be accepted (unless specifically stated in the offer) You will have to make a minimum investment amount of £25 a month to open an RSP SIPP.
    • Make sure you have third party cookie tracking enabled and you allow the confirmation screen to fully load before closing the window.
    • Purchases must be completed immediately and fully online.
    • The cashback is paid by TopCashback and not Fidelity directly. Should you have any questions regarding the cashback, please contact TopCashback. Accordingly, unless prohibited under applicable law, Fidelity shall not be liable for any direct or indirect claims, losses, fines, interest, damages resulting from your participation in this campaign or non-receipt of cashback from TopCashback.
    • This merchant calculates cashback excluding VAT, delivery and any other charges.
  • What to do when
    • A "Missing Cashback" query must be submitted within 100 days of the transaction, if the transaction does not track automatically.
    • We will make all reasonable endeavors to secure the payment of commission on a transaction but we do not and cannot make any guarantee in this regard.
Please note the terms & conditions above are in addition to our general terms & conditions


About Fidelity SIPP

A Fidelity SIPP is a great way to start saving for retirement. Manage your investments 24/7 using an online service and choose from thousands of funds, shares, exchange-traded funds (ETFs) or investment trusts to invest your pension in.

The value of investments can go down as well as up so you may not get back what you invest. Eligibility to invest in a SIPP depends on personal circumstances and all tax rules may change in the future.



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