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Home About your workplace pension Your pension checklist

Making sure you have the basics covered

With life being so busy, it’s easy to think of your pension as something to think about later, but the actions you take today could have a real impact on your future. Remember, your pension is 100% yours and it will stay yours no matter where you work. That’s why it’s really important to make sure you keep an eye on it and that you’re (quite literally) going to get the most out of it.

Your pension checklist

Starting with creating an account on PlanViewer, our simple steps will help you get started. The whole list will only take five to ten minutes so it’s worth investing the time.

Register and log into PlanViewer

Enabling you to view and manage your pension online.

Keep your contact details up to date

Helping you to keep track of your Fidelity pension.

Nominate your beneficiaries

It’s important you tell us who you'd want to receive your pension savings if you die.

Check your selected retirement age

It’s automatically set when you start saving, is it right for you?

Know how much you’re saving

And understand how your investments are performing.

Your essential to-do-list

Want to get started but need to come back later? We’ve got the essentials covered.

Do you know how much savings you’ll need to support the lifestyle you want in retirement? Use our retirement calculator to find out if you’re on track to meet your retirement goals.

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This information is not a personal recommendation for any particular investment, you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not a guide to future performance, the performance of funds 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. 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.
 

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