Help & Support

The File Sharing Portal is a secure way of sharing data with Fidelity. It can only be used for data that is not submitted via PlanViewer. This will be data that is shared on an ad hoc basis and not data that falls into regular PlanViewer submissions. You should always submit your standard regular submissions via PlanViewer and not the File Sharing Portal. Please contact the Service Delivery team on service.delivery@fil.com who can arrange access for you.

Please contact the Service Delivery team at service.delivery@fil.com to arrange training on PlanViewer. Please select the releveant guide from the below:

PlanViewer

• Guide for Admin Users - Work Force Management Services
• Guide for Admin Users
• Guide for Admin Users - International Savings Plan

For information requests relating to: Audit, Chair Statement data including Value for Members (VFM) assesment and Core Financial Transactions, Other governance/investment review data requirements, ONS Suveys TPR (Pensions Regulator) Returns, Valuation data requests, Vendor Procurement and IT security questionnaires.

Please contact the Service Delivery Team on service.delivery@fil.com who will be able to assist.

On PlanViewer you can provide data to us via the File Submission method. Details of how to submit data through this method is shown in the PlanViewer User Guide. Please select the relevant guide:

PlanViewer

• Guide for Admin Users - Work Force Management Services
• Guide for Admin Users
• Guide for Admin Users - International Savings Plan

Every three years you must put certain staff who have left your pension scheme back into it. This is called re-enrolment.

Whether you have staff to put back into your scheme or not, you must complete a re-declaration of compliance to confirm to the Pensions Regulator how you have met your duties. Re-enrolment and re-declaration are your legal duties and if you don't act you could be fined.

Please complete the Over Paid Contribution Form for single members or Over Paid Contribution Form for multiple Members and email a copy to our DC Admin team on dcadministration@fil.com. They will then review the form and reason for return and will arrange for the contributions to be returned to you. Please note that Fidelity will disinvest the units originally purchased at their current unit price, so the amount returned will be different to the amount you paid. This will ensure that the member is put in the correct position as if the error had not happened. If you require a copy of the form please contact your service delivery team at service.delivery@fil.com.

Please contact the Service Delivery team at service.delivery@fil.com for more details.

• ​​​​​ Renewal Data Completion Guide

• UK Pension Scheme Glossary 2024
• International Retirement Savings Plan Glossary 2024
• IRSP Operations Process Guide
• DMT RMT Ops Process Guide
• GPP Ops Process Guide
• MT Ops Process Guide
• SHP Ops Process Guide

• File Sharing Portal Guide

• ​Guide for Admin Users - Work Force Management Service​
• Guide for Admin Users
• Guide for Admin Users - International Retirement Savings Plan

• Guide for Re-Enrolment - Workforce Management
• Guide for Re-Enrolment - Workforce Management Master Trust
• Guide for Re-Enrolment - Non Workforce Management
• Guide for Re-Enrolment - Non Workforce Management Master Trust