Managing your pension plan
If you are a member of a Fidelity pension plan then Fidelity’s Pensions Service Centre provides a range of services to help you manage your Pension Account. You can do so in four ways:
Online - with PlanViewer
PlanViewer - Fidelity's secure online pension service – lets you log on to your Account whenever you want. It is available 24 hours a day, seven days a week. PlanViewer is an easy way to manage your Pension Account. Please note this service is only available if selected by your employer.
You can log on to PlanViewer to:
- Change how your Pension Account is invested
- View the balance of your Pension Account
- See how your Pension Account is invested
- Find fund information and the latest market news
- Track the contributions to your Pension Account
- Check transactions on your Pension Account
Telephone Helpline – 08457 234 235
Just call the dedicated Helpline on 08457 234 235 to speak to one of Fidelity’s Pensions Service Centre representatives. The Helpline is open Monday to Friday from 8am to 6pm. Outside these hours, you can leave a message on the confidential answering service and a pension representative will contact you on the next business day. Fidelity Pensions Service Centre representatives have a thorough understanding of the Rules of the Plan. They aim to give you all the information you need to manage your Pension Account effectively but they cannot give you personal financial advice. You should consult an Independent Financial Adviser for this.
Emailing Fidelity
You can contact Fidelity by email or use the ‘contact us’ link on PlanViewer. Where possible, Fidelity will reply by email but, for your protection, it can’t accept instructions by email to make transactions on your Pension Account or to change your investment choice. For confidential and personal information, Fidelity will respond to you in writing.
By post
You can contact the Pensions Service Centre by writing to:
Fidelity Pensions Service Centre
Beech Gate
Millfield Lane
Lower Kingswood
Tadworth
Surrey KT20 6RP
