Our new video gives you a quick tour of the latest enhancements to PlanViewer, watch now.
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Useful information
PlanViewer Enhancements
PlanViewer is now better to look at and easier to use
Our latest enhancements to PlanViewer are all built on ideas from plan members like you.
- We’ve given the main pages a fresh new look.
- When you log in to PlanViewer on your phone or tablet, the main pages will automatically adapt to the size of your screen.
- It’s now easier to find your way around, with simpler and clearer navigation bars, and fewer clicks to reach the page you want.
- Our new Help section is packed with tips on keeping your finances healthy and saving for retirement.
Note: For information about funds you have invested in, such as prices or ISIN codes, go to 'Plan information’ and select ‘Fund prices and factsheets’.
Menu heading changes
Old menu heading | New menu heading |
---|---|
Home page | No change |
My plan | Plan information |
My profile | No change |
My toolkit | Planning and guidance |
Find PlanViewer features in the new refreshed navigation
Old menu name | Old menu location | New menu name | New menu location |
---|---|---|---|
My Plan Summary | My Plan | Plan overview | Plan information |
Available Fund Prices | My Plan | Fund prices and factsheets | Plan information |
Available fund performance | My Plan | Compare fund prices | Plan information |
Fund Charting Tool | My Plan | No change | Plan information |
Transaction History | My Plan | No change | Plan information |
Ad Hoc Statement | My Plan | Online statements | Plan information |
Plan messages | My Plan | Alerts and messages | My profile |
Annual Account Statement | My Plan | Annual account statements | Plan information |
Change investments | My Plan | No change | Manage my plan |
Pending transactions | My Plan | No change | Change investments |
Change my existing investments | My Plan | No change | Change investments |
Percentage | My Plan | No change | Change investments |
Units | My Plan | No change | Change investments |
Monetary value | My Plan | No change | Change investments |
Change my future contributions | My Plan | No change | Change investments |
Request a withdrawal | My Plan | No change | Manage my plan |
Change AVCs | My Plan | Change contributions | Manage my plan |
Contribution change | My Plan | Change contributions | Manage my plan |
Change Contributions | My Plan | Change contributions | Manage my plan |
Plan forms & documents | My Plan | Forms and documents | Plan information |
Opting Out | My Plan | Opt-out of the plan | Manage my plan |
Beneficiary / Expression of Wish Form | My Plan | Update beneficiaries | Manage my plan |
My Personal Information | My Profile | Personal information | No change |
Change your details | My Profile | No change | Personal information |
Change contact details | My Profile | Change personal contact details | Personal information |
Change personal contact details | My Profile | No change | Personal information |
Electronic Communication Preferences | My Profile | Communication preferences | No change |
Update tax information | My Profile | Tax information | No change |
Change my Password | My Profile | Change password | No change |
Change reporting currency | My Profile | Reporting currency | No change |
Change factsheet language | My Profile | Factsheet language | No change |
Link accounts | My Profile | No change | Manage my plan |
Security Questions | My Profile | Change security questions | No change |
I am approaching retirement | My Retirement | No change | Planning & guidance |
Am I saving enough? | My Toolkit | No change | Planning & guidance |
Helping you plan | My Toolkit | Am I saving enough? | Planning & guidance |
My guide to investing | My Toolkit | Guide to investing | Planning & guidance |
News and updates | My Toolkit | News and insights | Home page |
There are more enhancements in the pipeline, so log in regularly for a better way to manage your retirement savings.
This information is not a personal recommendation for any particular investment, you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. FIL Life Insurance (Ireland) DAC is a Designated Activity Company limited by shares and registered in Ireland. Registered Office: Georges Quay House, 43 Townsend Street, Dublin 2, D02 VK65, Ireland. Company No. 513819. Directors: Brendan McCarthy, Rosemary Commons, Gilles Roy (French), Helena Cooney and Adam Pearman (British). FIL Life Insurance (Ireland) DAC is regulated by the Central Bank of Ireland.
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