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Farra is a death administration assistant for UK families. Get step-by-step guidance for registering a death, applying for probate, notifying banks, and managing bereavement admin. From essential documents to practical checklists, Farra simplifies estate paperwork and funeral-related tasks so you can focus on what matters.
When someone dies, notifying Fidelity is one of the key tasks for the executor or next of kin. This guide explains exactly who to contact, what to say, what documents you will need, and how long Fidelity takes to process a bereavement notification.
Fidelity bereavement contact details
Phone: 0800 41 41 16 — Mon–Fri 8am–6pm, Sat 9am–12pm
Online: Fidelity bereavement notification
Last verified: June 2026
Spotted a change? Email our team if a number, email, or link on this page is out of date and we'll update it straight away.
Call 0800 41 41 16 or visit fidelity.co.uk/what-to-do-when-someone-dies. Fidelity will freeze the account and send you a bereavement pack with the forms required.
You will need the deceased's Fidelity account number (from statements or correspondence), full name, date of birth, National Insurance number, and date of death. The death certificate will need to be sent as a certified copy.
Fidelity will ask whether you wish to transfer the investments to a beneficiary's Fidelity account (in specie transfer) or redeem them and pay proceeds to the estate. In-specie transfers avoid selling at potentially unfavourable prices.
A surviving spouse or civil partner can apply for an APS allowance equal to the value of the ISA. Fidelity's bereavement team can guide you through the APS application process. The deadline is 3 years from death or 180 days after estate administration completes.
Have multiple certified copies of the death certificate ready. Banks and financial institutions each require an original or certified copy — you cannot usually pass a single copy between organisations. See our guide to how many death certificates you need.
Fidelity typically takes 4–8 weeks to process a bereavement notification once all required documents have been received.
During this period, accounts or services will typically be frozen until the estate is administered. This means no new transactions can be authorised.
Fidelity operates globally as Fidelity International. UK retail accounts are under fidelity.co.uk. Do not confuse with Fidelity Investments (US-headquartered, different company operating separately in the US market).
Not sure who you still need to tell?
Banks, utilities, DWP, DVLA. In 2 minutes Farra gives you the full list in order, with a tracker so nothing gets missed.
Once Fidelity receives your notification and confirms receipt, the account or service will be frozen and no new transactions will be authorised. Estate administration can then begin.
Fidelity will freeze the account and write to you with the documents required to transfer or encash the investments. You will typically need to provide a grant of probate (or letters of administration) and certified copies of the death certificate before assets can be released to the estate. ISA investments lose their tax-free wrapper on death but may benefit from an Additional Permitted Subscription (APS) allowance for a surviving spouse or civil partner.
Do not delay notifying Fidelity
Direct debits and standing orders may continue to be charged after death. Some organisations treat the estate as the debtor for any charges incurred before notification. Notifying Fidelity promptly protects the estate from unnecessary costs.
There are more people to tell than anyone expects.
Answer a few questions in under 2 minutes and Farra builds your notification plan: every bank, provider and government office to tell, in the right order, with the contact details and a tracker so nothing slips through.
Where they normally lived, even if they died somewhere else.
Free to check · 2 minutes · No account needed · £399 for your full Farra plan
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