Hybrid DB/DC Plans

Hybrid DB/DC plans require a provider with the expertise and resources to offer a complete service for their Defined Benefit and Defined Contribution schemes.
 
In order to ease the administrative burden for the growing number of clients with legacy DB schemes, we have teamed up with rpmi, one of the UK’s leading providers of DB services to provide our clients with a complete service for their DB and DC schemes.

The Fidelity difference

• Single contact point for pension scheme management issues across DB and DC with a single Fidelity Relationship Director
• Dedicated implementation manager, ensuring implementations are joined up and managed according to requirements
• Quarterly reporting to Trustees incorporating DB and DC schemes
• Joined communications and benefit statements for members through the synchronisation of the Fidelity and rpmi systems
• Access to PlanViewer, Fidelity’s secure online pension service, for all members allowing them to view statements and benefits for both schemes
• Members have access via the Helpline to the relevant experts whether the query relates to DB or DC benefits

Fees

Specific charges are determined on a case-by-case basis and will depend on the profile of the Plan and the funds selected. For information about Fidelity's fees, please contact us.