Fidelity offers

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Chevron UK Pensioners’ Association

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Your welfare

The Company has announced that from the 27th February 2008 there are discounts for Chevron retirees: an opportunity to invest with 0% initial charge offered by Chevron’s AVC provider Fidelity.

Chevron retirees will be able to take advantage of an offer from our AVC provider - Fidelity - in time for this year’s ISA deadline. Fidelity is offering Chevron employees and retirees (and their immediate family) the opportunity to invest in any of the funds sold through its investment supermarket FundsNetwork™ for no initial charge; you’ll only have to pay the usual annual management charges. For details of how to take advantage of this offer, please contact Fidelity directly on 0800 358 7496 and advise the call centre representative that you are enquiring into the Chevron Affinity Partner offer. Alternatively, further details can be found on the Fidelity/Chevron web page at https://www.fidelity.co.uk/microsites/partner/chevron/index.html after the 27th February.

NEW ISA limits and special offers for ISA investors

As you are aware, the administrator of our AVC Pension arrangement is Fidelity International.

We have already negotiated on your behalf a permanent no initial charge on your ISA investments. These offers are on top of this and are exclusively available at Fidelity – see details below.

If you should wish to take advantage of this opportunity, please note that the agreement is strictly between Fidelity and yourself (not Chevron). Please contact Fidelity for any further information or queries, either via their website www.fidelity.co.uk/deals or by telephone 0800 41 41 15. (Due to stringent tax laws, we are only able to offer this to UK resident employees.)

Rising taxes makes ISAs even more valuable

As you may be aware, the annual ISA limit has been increased to £11,280. With tax rates on the rise, it’s even more important to take advantage of the tax breaks that come by keeping your investments in an ISA. This new increased limit means that a couple will now be able to protect £22,560 from the tax man each year.

The additional money you can generate by investing inside an ISA rather than outside an ISA can be significant whatever your personal tax rate. So make sure you don’t miss out on this latest Government tax boost.

A quick reminder of ISA benefits include:

- No income tax to pay

- No capital gains tax on growth

- No declaration required on your annual tax return

- Instant access to your money

- Flexibility and choice on where your money is invested

Whether you are eligible to invest in an ISA, and how much the tax savings are worth to you, will depend on your individual circumstances. And all tax rules may change in the future.

Please remember the value of an investment can go down as well as up and you may get back less than you invested. Fidelity only gives information and guidance about its own products and services and does not provide investment advice based on individual circumstances.

Fidelity Offers

Build your Isa's or Increase your Investments with NO Inital Charges.

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