Coming soon: A new way to plan for life
If you have a workplace pension with Fidelity, your PlanViewer app is about to get even better.
A new interactive tool for comparing the possibilities
Once it’s available, you’ll find a simple but powerful new tool in the Planning tab of the app. It’s been designed to be easy to use, while doing some complex calculations behind the scenes.
All you have to do is answer a few straightforward questions and you will be able to see if you are on track for your desired income in retirement. Getting a clearer, personalised view of your future can help you plan for life with greater confidence and decide what steps to take next.
And, everything you enter is saved in-app, so you can come back and update or change it whenever you like. This makes it easier to stay on track over time, rather than thinking about your plans as a one off task.
The tool shows how your current savings and selected retirement age compare against the income you’re hoping for in retirement.
This makes it easier to understand whether you’re likely to meet your goal, or if there might be a gap. It’s not about getting everything perfect straight away, but about avoiding unwelcome surprises in the future.
The tool helps you explore different options and understand how updating amounts and timings could affect your money and your future.
It gives you a clearer picture of what different paths might look like, so you can move forward feeling informed and confident.
Log in securely and come back whenever you like to update your details. As things change, you can revisit and update to see how your future might look when you retire.
Get ready for launch
If you have an account and the PlanViewer app, you’ll be able to access the new tool as soon as it’s live by clicking on the ‘planning’ section of your app. You can log in using your existing details and give it a try.
New to PlanViewer? It’s simple to get started, first download the iOS or Android app, and then register with your Fidelity Reference Number and your National Insurance Number. You’ll be able to manage your workplace pension and access the new planning tool all in one place, whenever you like.