Administration Services
Fidelity’s philosophy on administration is based on quality and flexibility. The foundation of our administration is built on three complementary pillars - our people, services and systems – all co-ordinated to contribute to the setting and achievement of very high service standards.
Our Staff
We are committed to recruiting the best staff in each field and continuing their professional development through professional qualifications and structured training programmes.
Our staff is organised on an 'event based' structure which allows us to develop specialist skills in each area
Systems and services
We administer all of our DC plans in-house using a common administration platform that is fully integrated with our investment dealing system and we continuously invest in technology to ensure Fidelity remains in the DC industry forefront.
We publish a tailored administration manual outlining all of the procedures and responsibilities agreed with each client.
Some of the key services available to employers include:
- Design and maintenance of tailored plan documentation
- Streamlined plan enrolment
- Data management submission
- Upload of contribution data via the web
- Contribution collection
- Processing of investment instructions, transfers, retirements and new joiners
- Address-tracing
