Bereavement
Frequently asked questions about bereavement
Depending on your scheme, you can add or change a beneficiary to your retirement savings plan by logging in to PlanViewer. Select ‘Manage my plan’ from the menu at the top of the page and select ‘Manage beneficiaries’. You will see an online form or be directed to a form in ‘Forms and documents’ that you can download and complete.
If you do not have these options please contact us.
If you were to pass away, your savings may provide benefits to your financial dependants (beneficiaries). If you don't have any beneficiaries then these benefits may be paid to your estate. What will be paid depends on the type of savings you have and whether you were still an active participant of the plan.
Please call our dedicated team who will be happy to help on 0800 41 41 16 (in the UK) or +44 1737 838 000 (outside the UK). Lines are open Monday to Friday, 8:30am to 5:30pm UK time (excluding UK bank holidays).
Alternatively, you can write to:
Fidelity Pensions Management
Beech Gate
Millfield Lane
Tadworth
Surrey
KT20 6RP
United Kingdom