Fidelity PlanViewer vs Utmost Wealth

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.

GETTING STARTED The Utmost Wealth App is currently available to all users and policies in the Online Service Centre Online Service Centre URL - https://my.utmostworldwide.com/portfoliomanager - https://my.utmostpaneurope.com/portfoliomanager To access the App, policyholders must first register for our Utmost Online Service Centre. Please visit the registration page and follow the simple steps to complete the registration and you must be opted into MFA before the mobile app can be used. Once you have registered for the Online Service Centre, you can download the Utmost Wealth App. If you are already a registered user of the Online Service Centre, you can skip this step. APP FEATURES -View multiple policies in one place. -Check the latest policy value instantly, anytime. -See detailed holdings, including cash and asset classification. -Optional secure messaging with Utmost. -Access FAQs, contact details and support information. -Safe and secure login with Face ID or PIN. IMPORTANT By downloading the App, you agree to Utmost’s Terms and Conditions. These are available to read via the App. Utmost Wealth is authorised and regulated by the: - Isle of Man Financial Services Authority for entities in the Isle of Man. - Financial Conduct Authority (FCA) for entities in the UK. - Central Bank of Ireland for Irish entities. - Commissariat aux Assurances for the Luxembourg-based Lombard International Assurance S.A.