Bring your retirement savings together online
Fidelity is committed to making it easier for you to manage your Plan savings online. As part of this commitment, if you’re an active member of the Plan, you’ll now be able to transfer other retirement savings into the Plan online using PlanViewer.
This new, streamlined ‘transfer in’ process means you can easily bring your retirement savings together in one place, and eligible transfers can now complete in a matter of days.
While 90% of transfer requests are eligible and can be completed fully online, you might still need to download and return a signed form in a small number of cases. The eligibility checker on PlanViewer will let you know if this is the case for you.
If you’re thinking about bringing your savings together by transferring your other pension pots into the Plan, log into PlanViewer to check your eligibility and request a transfer online.