Online services

PlanViewer is Fidelity’s cutting edge online pensions account management tool. It offers a wide range of functionality and access to real-time up-to-date plan information that enables employers and employees to manage plans and accounts online, at any time.

Member

• Valuation at member level
• Total transactions in and out over a specified period
• On-line member enrolment
• On-line transactions (switching existing balances and re-directions of future contributions)
• On-line benefit statements with personal rate of return (a market leading feature)
• Investment fund prices, performance and history
• Fund factsheets
• Market commentaries and articles
• Plan booklets available in PDF format
• On-line member data updates e.g. member address changes
• Retirement Modeller tools

Employer

• Valuation at Plan level, by fund, status, contribution type or age group
• On-line member enrolment
• On-line contribution processing
• On-line member data updates
• Quarterly Investment Reviews
• Reporting functionality

All data held is downloadable to spreadsheets or other applications; PlanViewer also provides a weekly market commentary as well as daily news from markets around the world. If members have more than one account with Fidelity they will be able to toggle between records using a single login.

PlanViewer can be co-branded with the client’s logo and corporate colours.

Updated daily, PlanViewer is secure, intuitive, easy to navigate and always available.