- Before transferring your pension, we strongly recommend you undertake a full comparison of the benefits, charges, features and services offered. If you are not sure about the suitability of the transfer, you should speak to an authorised financial adviser.
- Your transferred savings will be invested into the plan’s default investment strategy FutureWise, unless you have selected an alternative investment strategy for your transferred savings.
- You can choose to invest in different investment for your transferred savings, company contributions, or your own contributions, you can do this by logging into PlanViewer.
- The value of your pension savings is not guaranteed and can go up and down depending on the market performance - this means you could get back less than you have paid originally.
Transfer your Workday pension from Aviva to Fidelity
Fidelity replaced Aviva as Workday’s long term savings provider on 1st April 2021 . Your pension contributions from April’s pay onwards have been paid into the new plan with Fidelity, rather than Aviva. This is called the Workday Retirement Savings Plan.
If you want to, you can also move your Workday pension savings that you have built up with Aviva to Fidelity, so they’re all in one place. Moving your pension pots to a single provider means less paperwork and could be an easier way to manage your pension savings.
Fidelity will be performing a 'bulk transfer' where the Workday pension savings of any employees who opt-in will all be moved at the same time. If you choose to participate, your Workday pension savings with Aviva will be moved into your new Fidelity account and they will not be out of the market while it happens. You can move your Workday pension savings at a later date, however they will be out of the market while the transfer happens.
Guide to help you get started
We have created a list of frequently asked questions to answer any query you may have about the transfer process. You may also want to review the plan literature you should have been provided with when you joined Fidelity. You can also access the documents by logging in to PlanViewer and then selecting ‘Plan information’ and ‘Forms and documents’. Register with PlanViewer if you don’t have online access.
Things to consider
To submit your online application, you’ll need to:
Register or Login to PlanViewer
Register with PlanViewer if you don’t have online access or log in to your PlanViewer account if you’ve already registered.
Click 'Opt-in to transfer by 21st June 2021'
Once you log in, please click ‘Opt-in to transfer by 21st June 2021' on the homepage banner.
Complete the online application
You will need your Aviva policy number of the pension. This would be in the format F49849/XXX. You can find these details from your online Aviva account, any pension paperwork or annual statements.
Start your pension transfer
Already have online access?
If you’ve already registered with PlanViewer, you can start transferring your pension online now.
Don't have online access?
To start transferring your pension online, you need to register with PlanViewer and then submit the transfer request.
Manage your accounts online
By registering with PlanViewer you can manage your accounts securely online.
Register now to set up your username and password.
Before you start, you will need
- Your National Insurance number. You can find your National Insurance number on your payslip, P60 or tax letters.
- Your Fidelity Reference Number. You can find this in the welcome letter that was sent to your work email address by Fidelity in April, or on any pension paperwork received from us.
- Access to your personal email address. We will validate your personal email address and for the management and security of your accounts.
Have more questions?
Please contact our Workplace Investing Service Centre on 0800 3 68 68 68 between 8am - 6pm, Monday to Friday.
If you don’t know your Aviva policy number or have questions regarding access to your Aviva pension account during the transfer period, please contact Aviva customer services at 0800 068 1431.