Fidelity PlanViewer vs Tali

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.

Tali is built for people who run their own pension. Add your SIPP and ISA holdings, and each week you get a calm, plain-English read on what your money did and why, written for your portfolio rather than broadcast to everyone. No noise, no tips, no nudges to do anything. Just a grown-up explanation you can actually finish. Investments can fall as well as rise. Tali provides educational context only, not financial advice. FOR SELF-DIRECTED INVESTORS If you manage a SIPP or ISA yourself, you have complete freedom to choose and nobody explaining the consequences. That is the gap Tali fills. - Personalised weekly briefings: what your portfolio did, and the reason behind it - Ask anything about your holdings in plain English, as often as you like - Every claim sourced, so you can check the reasoning rather than take it on trust - A full deep dive into your portfolio when you join - Asset allocation and performance, so you can see concentration and drift - Holdings across funds, shares, ETFs and currencies, with live prices - Add holdings from a broker screenshot in seconds - Market news and the macro backdrop, filtered to what touches your money - Your own research room, with a saved library of reports and notes - Sign in instantly and securely with Face ID WHY TALI Most finance apps shout. Tali explains. Whether you are new to running your own pension or have been doing it for twenty years, every briefing and answer is written to be read once and understood. SUBSCRIPTION DETAILS Start a 14-day free trial, then choose: - Pro Monthly: £9.99/month - Pro Annual: £49.99/year (best value, less than half the monthly price over a year) - Every new account starts with a 14-day free trial. Cancel before it ends to avoid any charge. - Subscriptions auto-renew unless cancelled at least 24 hours before the end of the current period. - Payment is charged to your Apple ID at confirmation of purchase. - Manage or cancel anytime: iOS Settings > [Your Name] > Subscriptions. Terms of Use: https://www.talianalyst.com/eula Privacy Policy: https://www.talianalyst.com/privacy