Register for PlanViewer
PlanViewer simplifies managing your workplace savings account. You can access your plan documents, useful tools and expert insights, and easily track your retirement goals – all in one place.
Before you start:
Please have the following information ready to set up your username and password:
- Your Fidelity Reference Number. You can find this in the welcome letter and annual account statements that we have sent you. See where to find it
- Your National Insurance number. You can find your National Insurance number on your payslip, P60 or tax letters. If you don’t have one, you can enter your Staff number, which is available on your payslip.
- Access to your preferred email address and mobile number so we can verify them to ensure the security of your account.
Fidelity Reference Number
It’s easy to locate your Fidelity Reference Number. You can find it on most of the official documents/paperwork you have received from us.
Find it in the welcome letter or your annual account statement:
- Open the welcome email or any annual account statements that we sent to you.
- Click on the attachment to view your Fidelity Reference Number, placed in the right-hand corner of the document.
See the screenshot below for guidance: