Fidelity PlanViewer User Reviews

Fidelity PlanViewer
Fidelity PlanViewer
Financial Administration Services Limited

What users say

Top reviews

Love this app

Easy to use. Made a change in investments and changed my address. Didn’t use calculators, but good to see they’re there.

Take 2 of my review

This app has come leaps and bounds from the last review I had posted about it. Almost 7 months later and it’s usable, dare I say user friendly even.
There are a lot of competitors with a more intuitive interface but this will do.
Well done to the developers. A bit more in improvements to match some features on competitors and you will have done great.
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Biometrics log in

When, when, when are you going to fix biometrics log in. I’ve been in contact with support for what seems like an eternity and it never gets fixed with each new update

Does not work

Stuck on authenticating - will not open - deleting the app going back to website - don’t waste your time installing

Absolute CON-artists

I was introduced to these criminals by a compnany that I worked for. I payed into this company’s savings scheme every fortnight.

Now I have left the company and have requested to take my saved money as a single payment (leavers payment) it’s like it’s a ghost company.

If you manage to get through to them on the phone no one can give you a straight answer and just clearly reads the lies off of the website.

I wouldn’t wish this painful, non-communicative, unprofessional and ridiculous ‘investings/savings’ plan company to a terrorist organisation let alone my worst enemy. Joke.
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Response from developer

We're so sorry to hear you're unhappy and that we've failed to meet your expectations. Under UK law, we are restricted to when we are allowed to pay retirement savings out to people. This is usually due to the person being below the minimum pension age of 55 (which is rising to 57 in 2028). While I am unable to see your specific circumstances here, I would encourage you to speak to us again on 0800 368 68 68 so we can either help you make a withdrawal, or more clearly explain why you are unable to (if that is the case).

Thanks

Amazingly wonderful

Fidelity PlanViewer

Easy to use tool with great application accessory

Unable to login via App

The app just sits there spinning whilst trying to load and eventually times out. I thought they might have fixed it by now but still completely useless. Can access via web instead with no issues

Response from developer

Hi, we're so sorry to hear you're having trouble accessing our app! We'd love to see if we can help get you up and running - please call us on 0800 368 68 68 so we can help resolve the issue for you.

No way to verify email

Trying to verify email. I receive the code but there is just a blank screen nothing to key the code into….

Stop removing functionality

Every update you seem to take away the predicted fund value area. This is the ONLY reason I use the app.

Latest update is bad

Can no longer see my retirement pension value. Used to be very easy to find on the app. Current value and future estimated value. Please restore this.

Thanks

Amazingly wonderful

Too complicated

I just want a projection using data of what my lump sum could be a final amount to draw down on

Even worse than the other app

Because why have 1 good one when you can have 2 that stink

iPad usage

On my iPad the app occupies a small area of the screen the size of a phone. I would like it to utilise all of the iPad screen for easier viewing.

Mr David Taylor

Very good app clear to understand and see how pension is performing

Very handy

The application is handy. You can access your pension information quickly. I consider that some features are hidden and have difficulties to find.

Response from developer

Hi, thank you for your feedback we are currently working on improving the app experience as we are aware of the challenges we have and we want to improve. Our immediate focus in on the mobile app experience which I hope will make it easier to find our app's features.

Setting up account is near impossible

Inputted all my data multiple times, if you go off the app to get confirmation number from email or text it then freezes when you open it again and you have to start again. I can got to the end multiple times and it then says sorry something went wrong please try again.

Response from developer

Hi, really sorry to hear about your recent setting up your account. We'd love to see if we can help get you up and running - please call us on 0800 368 68 68 so we can help resolve the issue for you.

No longer works.

No longer works after update keeps saying authenticating device despite I have had the app for a while

Hi Fidelity, Not!

Quite a clunky app, not very dynamic. Can navigate ok, but need more tabs rather than just the 3. Needs access to the individuals pension scheme from the outset with all the requisite security rather than looking at the individuals scheme pot and then having to find what you’re looking for.
Also e-signing & clicking documents from iPad or iPhone are tricky. It doesn’t indicate whether you have to attach the signed and indicated documents or how or whether you can save the changes to the document that was sent to you. A rather poor experience!
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Response from developer

Hi, thanks for the feedback, we are sorry you are having challenges with the usability of the app, we will consider the points you have raised raised for future delivery iterations.