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About your Plan

About your Plan Overview
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Overview of About your Plan section
Grow & manage your money

Grow & manage your money

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Overview of Grow & manage your money section
Accessing your money
Your financial wellness

Your financial wellness

Your financial wellness Overview
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Feel good with Fidelity
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Useful information
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Useful information
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Overview of Your financial wellness section

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.

Our new video gives you a quick tour of the latest enhancements to PlanViewer, watch now.

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’.

Old menu heading New menu heading
Home page No change
My plan Plan information
My profile No change
My toolkit Planning and guidance

 

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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