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Check and update my contact details
Information on how to check and update your personal details for your workplace pension.
If you've moved home, got a new phone number, changed your email address or other personal details, it’s important to update your workplace pension. With your most up-to-date contact details, we can make sure you don’t miss anything important, like your annual benefit statement, and make sure we can get in touch with any information we think you might find useful.
Depending on your plan, you may be able to update your details online in PlanViewer. Or you may need to call us so we can help. Either way we’ve put together some tips for the most common questions.
How do I update my personal details online?
After you log in to PlanViewer, you can find the Personal information page in the ‘My profile’ menu or go to ‘Quick links’ on your home page and choose Personal details. Any details you can update will have an edit hyperlink you can click on. These include:
- Telephone Number
- Mobile Number
- Personal Email Address
- Date Selected for Retirement
If your employer allows you to update your address, you can do that here as well. Please contact your employer to update any details that you can’t edit online. If you no longer work for the company that sponsors the plan, you need to contact us to update your details.
How do I update my address or contact details?
If you want to update your address or contact details, you will need to log in to your online account on PlanViewer. From here, select 'My profile' from the top of the page and Personal information or go to ‘Quick links’ on your home page and choose Personal details. If you can update your details, they will have an edit hyperlink you can click on.
Please call us on 0800 3 68 68 68 if you can’t update your address or contact details online.
How do I update my name?
If you need to change your name on your account, you should send us a copy of a valid passport or current UK photocard driving licence issued by the DVLA, along with other documents depending on the reason for your name change:
Reason | Document required |
---|---|
Marriage | Copy of marriage certificate or Deed Poll certificate |
Divorce | Copy of Decree Absolute, Decree Nisi and or Deed Poll certificate |
Civil partnership | Copy of civil partnership certificate or Deed Poll certificate |
Gender reassignment | Copy of Deed Poll certificate in your new name |
Add double-barrel | Copy of Deed Poll certificate |
General name change | Copy of Deed Poll certificate |
Please contact us to request the change.
How do I update my date of birth?
To update your date of birth, you should send us a copy of a valid passport or current UK photocard driving licence issued by the DVLA.
Please contact us to request the change.
How do I update my gender?
If your gender is incorrect in our records, please send us a copy of a valid passport or current UK photocard driving licence issued by the DVLA.
If you want to update your gender, you need to send us a copy of a valid passport or current UK photocard driving licence issued by the DVLA showing your previous name, along with a copy of the Deed Poll certificate showing your new name.
Please contact us to request the change.
How do I update my National Insurance number?
To update your National Insurance (NI) number, you should send us a copy of a valid passport or current UK photocard driving licence issued by the DVLA, along with one of the following documents:
- A copy of any posted HMRC document confirming your NI number dated within the last 12 months, or
- A copy of a payslip dated within last 3 months, or
- A copy of your NI card
Please contact us to request the change.
How do I update my email address?
If you want to update your personal email address, you will need to log in to your PlanViewer account. This will take you to the home page. From here, select 'My profile' from the top of the page and Personal information. Or go to ‘Quick links’ and choose Personal details.
Click on Edit next to ‘Personal email address’ to update this field. Don’t forget to verify your new email address with a one-time passcode.
Please note we cannot update work email addresses as this can only be done by your employer.
How do I update my title?
To update your title, please contact us.
How do I update my marital status?
To update your marital status, please contact us.
What if I don't have a passport or driving licence?
If you don't have a passport or a UK driving licence issued by the DVLA, you need to send in an original or certified copy of your supporting documents.
If sending a certified copy of a document, this must be signed by an independent person (who's not a member of your immediate family) who is one of the following:
- A member of staff from a regulated financial services business
- A barrister, solicitor or notary public
- A judge or magistrate
- A chartered accountant
- A financial adviser authorised by the Financial Conduct Authority
- A police or customs officer
- A GP or dentist
- A teacher
All certified documentation should clearly show:
- The words "I have seen the original document and I certify this to be a true copy of the original"
- In the case of government-issued documents containing photographs, this should also state that the photograph is a true likeness of the individual
- The certifier's signature and printed name in full
- The date of signing
- Details of the certifier's professional capacity/job title
- The certifier's full address and postcode
- The certifier's telephone number
Please send these to:
Fidelity Pensions Management
Beech Gate
Millfield Lane
Tadworth
Surrey
KT20 6RP
United Kingdom
Do you accept documents that aren’t in English?
We will try and translate your documents and update our records. We may be limited to languages that use English script; however, we will tell you if we cannot translate your documents. We may contact you if we need more information from you, including a certified translation at your own cost.
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.
This website is issued by FIL Life Insurance Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 3406905, Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited.
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