Opt in to transfer your pension from Aviva to Fidelity
Fidelity has replaced Aviva as Workday’s long-term pension provider from 1 April 2021. This means your pension payments since then have been paid into the new plan with Fidelity. You are now investing your pension savings with Fidelity’s Workday Retirement Savings Plan.
If you would like us to move the savings you have already built up with Aviva, we can do that for you. Moving your pension pots on one platform with a single provider means less paperwork and an easy way to manage your savings.
Just submit the online application to us by 15 July 2021 and let us do the rest.
Guide to help you get started
We have also 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 or the ‘Guide to how Fidelity manages its funds’ document.
We suggest you read the documents carefully before you start.
To submit the transfer request, you’ll need to:
- Register with PlanViewer if you don’t have online access or log in to your PlanViewer account if you’ve already registered.
- Once you log in, please click on the homepage banner ‘Opt in to transfer your pension’.
- Fill in the required details and complete the online application in a few simple steps. You will need the policy or plan number of the pension you want to transfer. You can find this number on your online Aviva account or any pension paperwork/annual statements received from Aviva.
Things to consider
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.
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.
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.
Have more questions?
Please contact our Pensions Service Centre on 0800 3 68 68 68 between 9am - 5pm, Monday to Friday.