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Choosing Fidelity
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Fidelity’s Services
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Tools and information
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Workplace pensions & Plan Viewer
If you have a work place pension that your employer provides to you through Fidelity you can manage your retirement savings through PlanViewer, our online account management service. Plan Viewer allows you to view your current balance, investment choices and contribution information.
We have a website that you don’t need to log-in to that is dedicated to members of corporate pension plans. It provides information about workplace pensions, including tools and articles to help you stay on track to meet your retirement savings goals.
The content you are reading now is published on our Personal Investing site, for customers who invest their money directly with Fidelity, as opposed to via their employer. There are different Fidelity websites depending on the type of customer you are (we also serve professional investors, financial advisers and institutional clients). You can use the selection tool at the top left of the site to select the website that is relevant to you, or use the links below:
Visit our workplace pensions member site
If you are an employer, plan sponsor, trustee or pension consultant please visit our website for Employers.
Policies and important information
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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.
This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.
