Opt in to transfer your pension from Aviva to Fidelity

If you choose to transfer, your pension from the previous provider will be transferred to Fidelity and your previous plan will be closed.

We will give you a single reference number and an annual statement to let you know how your investments are performing. You can log into PlanViewer at any time to see your current value of your investments and other useful information about your pension plan.

The transferred funds will be invested in the same funds as your company contributions but will be invested separately. When you log on to PlanViewer, you’ll be able to easily identify the funds that you’ve transferred across.

If you do not want your funds to be invested in this way, you can select different investment options before the transfer takes place by logging into PlanViewer.

You can change your investment options at any time by logging into PlanViewer or calling Fidelity’s Pensions Service Centre on 0800 3 68 68 68.

<Name of the previous pension provider> expects to complete the transfer to Fidelity on <date-month>. You will receive confirmation by post once the transfer is complete. Therefore, please ensure your home address is correct on the PlanViewer website.

Once you’ve received your letter confirming that the transfer has been completed, you will be able to view your transferred funds on PlanViewer.

You can access PlanViewer using your unique username and password. Your username was included in your Fidelity Welcome Letter and your password was issued to you separately. If you cannot find your username and/or your password, please contact the Fidelity Pensions Service Centre on 0800 368 68 68.

Yes. When you transfer from one arrangement to another, there is a period when your funds are not invested; this is referred to as ‘out of market risk.’ During this time the value of your benefits may have gone up or down depending on how your selected investments performed.

Having said that, we will put in our best to reduce the out of market risk while the transfer takes place. However, you should note that if you decide to transfer to another registered pension plan or separately from this bulk transfer exercise, your entire transfer value would be subject to the out of market risk.

Should you place the transfer request online after <deadline date>, you will not be included in the bulk transfer exercise. However, you may still transfer your pension to Fidelity (or any other Registered Pension arrangement) on an individual basis at any time by contacting them for a current transfer value.

If you’ve received this transfer pack, you can still transfer your funds from <name of the previous pension provider> to Fidelity even if you’re planning to leave <name of the employer>.