Fidelity PlanViewer vs Quilter

PlanViewer is the smart way to manage your workplace retirement savings. Check your plan value and discover a range of helpful planning tools, all from your smartphone. With the PlanViewer app you can: • Manage and track your retirement savings • Check your plan value, performance and more • Monitor contributions, update your details and manage where you're invested • Explore our range of tools and guidance • Get the latest news and insights from Fidelity’s industry experts Is this app for you? This app is for members of a workplace plan administered by Fidelity International. You can log in using your existing Fidelity PlanViewer log in details, or register using your Fidelity Reference number via this app or online at planviewer.fidelity.co.uk.

With the Quilter app, you can: • go paperless and view your documents online • view valuations and performance • check if a transaction has gone through, including money paid in and out • keep your personal details up to date (such as your email address and security information) • carry out simple instructions, such as switches, plus top up your ISA or Collective Investment Account. For customers already registered for Quilter’s online Customer Centre, you can use the same login details you use when accessing the online Customer Centre. We have designed our app using the latest security features to protect your investments and for your peace of mind. This app is for Quilter platform customers only. It is not currently available for Quilter Cheviot, Quilter Investors, Quilter Financial Planning, or Quilter Financial Advisers. The importance of financial advice: We always recommend you seek financial advice before making changes to your investments, for example, when adding or withdrawing money and when changing your investment choice. Your investment may fall or rise in value and you may not get back what you put in.