Personal Adviser / Wealth Employer Institutional Worldwide Login Search Pensions & Retirement Insurance Later Life Care Existing customers Transferring to Fidelity The transfer of our personal investing business to Fidelity is almost complete. Important updates about the transfer Latest updates November 2021: Please be aware the transfer to Fidelity of our personal investing business is almost complete, and all impacted customers will be transferred by the end of 2021. The online consent portal is now closed and customers can no longer provide their consent to the transfer. If you are impacted by the transfer, we will send you an information pack prior to your account being transferred, and once transferred, if you’ve been managing your investment(s) online, using My Account, the value of your investment(s) will now show as £0.00. Fidelity will send you a welcome pack within 2 weeks of the transfer, and include details of how to access your investment(s). You can still Get in touch you have any questions about the transfer, or wish to discuss other options, or if you require details of historic transactions made while you were a Legal & General customer. Previous updates We have written to our Flexible Mortgage ISA (FMISA) customers. See ‘Important documents’ for the information pack for FMISA customers. We have written to our overseas residents, where we are permitted to do so under their local country regulations. See ‘Important documents’ for the information pack for overseas residents. What is happening? Next steps Important Get in touch What is happening? Legal & General is transferring the administration of its personal investing business to Fidelity (Financial Administration Services Limited). Note: Our Self-Invested Personal Pension (SIPP) and workplace savings pension schemes are not transferring to Fidelity. If you hold one of these investments, they are not affected by this transfer. The investments we are transferring are listed below: Individual Savings Account (ISA) Junior ISA Flexible Mortgage ISA (FMISA) Investment Account (also referred to as unit trust investments) Cash ISA Matured Fixed Term Investment (whether you originally invested through an ISA or an Investment Account) Matured Fixed Term Deposit Investment (whether you originally invested through an ISA or an Investment Account) What does it mean for our customers? From the date of the transfer, Fidelity will administer your investment(s), including any cash holdings you have. Importantly, if you currently invest in any Legal & General funds, the proposed transfer will in no way affect the management of these underlying funds which will continue to be managed by Legal & General following the transfer. When will the transfer take place? All investments held by our impacted customers are expected to transfer to Fidelity by the end of 2021. Collapse allExpand all Why is Legal & General doing this? Who is Fidelity? Why did Legal & General choose Fidelity? Will you still be able to use Legal & General's online account management facility? Will there be any differences in the services provided by Fidelity if you live overseas? Will your investment(s) continue to be protected under the Financial Services Compensation Scheme (FSCS)? Next steps The online consent portal is now closed and customers can no longer provide their consent to the transfer. If your investment(s) is transferring to Fidelity, or has been transferred, we recommend that retain all the communications we’ve sent you, along with your other relevant documentation, so that in future you can refer to the changes that have been made to your investment(s). If you are impacted by the transfer, we will send you an information pack prior to your account being transferred, and once transferred, if you’ve been managing your investment(s) online, using My Account, the value of your investment(s) will now show as £0.00. Fidelity will send you a welcome pack within 2 weeks of the transfer, and include details of how to access your investment(s). You can still Get in touch if you have any questions about the transfer, or wish to discuss other options, or if you require details of historic transactions made while you were a Legal & General customer. Important documents UK investor notifications Overseas investor notifications FMISA investor notifications ISA Example Consent Letter PDF: 1921KB Investment Account Example Consent Letter PDF: 309KB Doing Business with Fidelity Booklet PDF: 614KB Important Information Booklet PDF: 300KB Fidelity Customer Leaflet PDF: 451KB Get in touch If you have any questions about the proposed transfer to Fidelity, please call our telephone helpline on: UK calls: 0370 998 0010 International calls: +44 2920 276 998 Open Monday - Friday 9am-5pm. Call charges will vary. We will record and monitor calls. Please have your information pack and your client number to hand when you call. Please note that this helpline is for questions about the proposed transfer to Fidelity only. If you have any questions other than about the proposed transfer, please contact the customer services team in the usual way (see the contact details shown on your previous correspondence or contact us here. Risk warning Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest. Tax rules may change in the future and their tax advantages depend on your individual circumstances. Accessibility Legal and regulatory information Privacy policy Cookie policy Security information Sitemap All our websites About us Making a complaint Group website Modern Slavery Statement Careers © Legal & General Group plc 2021 Facebook Instagram LinkedIn YouTube Twitter Close widget Do you have a question? 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