You can view a number of your documents through our online service Plan Viewer.
Ad Hoc Statements
After you’ve successfully logged in, select ‘My Plan’ from the menu at the top of the page and select ‘Ad Hoc Statements’.
You can view either a summarised statement or a full detail statement, and specify quarterly published or a custom date range set by you.
A Summarised statement will show account summary, personal rate of return and your fund allocation.
A Full detail statement will show the above, including market value of your account, your future fund choice and detailed transaction history. The detailed statement may take a few moments longer due to the additional information.
Annual Account Statement
After you’ve successfully logged in, select ‘My Plan’ from the menu at the top of the page and select ‘Annual Account Statement’.
The next page will contain a history of your annual account statements.
Please note: You’ll need Adobe acrobat reader to view these documents. If you do not have this software installed, it is available as a free download from Adobe’s website.
Plan forms & documents
After you’ve successfully logged in, select ‘My Plan’ from the menu at the top of the page and select ‘Plan forms & documents’.
A number of help documents will appear on the next page. This includes:
- Your plan explained or Key Features
- Investment choices guide
- Contributions explained
- Looking to transfer your pension plan to Fidelity factsheet?
- Pension transfer form and Terms and Conditions
You can view any of these documents by selecting the name on the page.