Fidelity is committed to maintaining your personal data in accordance with the requirements of the Data Protection Act and will take all reasonable steps to ensure that your personal data is kept secure.
If you use our internet service to access your accounts and to effect transactions, encryption tools are used to protect your data. The personal information which you provide to Fidelity may be used for a number of different purposes:
administering the Scheme and providing services to you;
meeting legal and regulatory requirements;
internal research and analysis
to identify you when you contact us; and
to help us develop new services and products
Your information will be held in confidence and not passed to any other company without appropriate permission or unless:
we are required or permitted to do so by law;
it is necessary in order to comply with any regulatory requests or obligations;
it is necessary in order to prevent or detect crime
it is necessary in order to administer the Scheme, which may include the transfer of personal data to our affiliated and associated companies or agents based both inside and outside the European Economic Area; and
we, or our affiliated and associated companies, are provided with updated address details or other information by either you or your current employer, in which case we will update the information kept for any other schemes of which you are a member and for which we hold records on our database.
We may also:
provide some information to your employer to help us administer the Scheme;
at the request of your employer, provider certain information to a financial adviser or in any event to a financial adviser who is acting on your behalf;
transfer personal data to our affiliated and associated companies for marketing purposes;
at your request only, transfer personal data to our affiliated and associated companies in order to provide improved servicing of the accounts you hold with Fidelity, including reporting to you;
at the request of your employer, transfer personal data to any third party service provider to your employer to allow improved servicing of all your benefit plans connected to your employer; and
transfer personal data to any third party service provider to us, where required in order to provide our services to you, manage our relationship and our business and services with you and assist with any internal research and analysis.
Except as outlined above or otherwise required by law, your personal information will not be passed to anyone without your permission. To comply with Money Laundering Regulations, Fidelity may need to request additional evidence of identity from you, and may use a credit reference agency for this purpose (who will record that an enquiry has been made).
Please note that the personal information which you provide will be processed by Fidelity or associated or affiliated companies, who may be based outside of the EEA. This may involve the transfer of data by electronic media including the internet.
Where your data is transferred outside of the UK, Fidelity will ensure that the recipient agrees to keep your information confidential and hold it securely in accordance with the requirements of the Data Protection Act.
E-mail addresses and fax numbers are not collected or used without your specific permission to do so.
With limited exceptions, you may ask for a copy of the personal information which Fidelity holds on you. Fidelity is allowed by law to make a charge for this. If any of the information which we hold about you is incorrect, please tell us and we will amend it. Simply call the Pensions Service Centre on 0800 368 6868
Fidelity's cookie policy outlines our use of cookies. The policy provides information about these cookies and how they are used on Fidelity websites, and how to manage them.
Cookies are files stored on your computer or mobile device by your browser. They are used for many things, such as remembering whether you have visited our site before, matching content to your preferred interests or to help us work out how many new website visitors we get each month.
The table below explains what cookies are used on the websites.
| Type of cookies | Who serves the cookies | How to refuse |
|---|---|---|
Strictly necessary cookies Strictly necessary cookies are essential for our site to function and allow you to access secure areas of the website and to select funds for investment. These are primarily session cookies and are deleted when you leave the site or complete your transaction. |
Fidelity | Strictly necessary cookies are essential for our site to function. These cookies cannot be turned off individually but you can change your browser setting to refuse all cookies if you do not wish to accept them. |
Performance cookies Performance cookies are used to measure browsing activity, in order to learn about how you use our website. For example, which pages you go to most frequently, how you link to our site and whether you have any issues or error messages from web pages. Some of these cookies do collect information that identifies you. We use this information to improve how our website works and to provide you with a better online experience. We may also contact you should you submit any of our customer feedback forms. |
To refuse these Cookies, use our consent management tool or follow the instructions below under the heading “How to control your cookie settings” | |
Functionality cookies Functional cookies allow us to remember certain selections or preferences you have made in order for us to tailor our website to you. |
To refuse these Cookies, use our consent management tool or follow the instructions below under the heading “How to control your cookie settings” You can control whether or not these cookies are used, but preventing them may mean we can't offer you some services or promotions. It's also possible that preventing these cookies stops us remembering that you didn't want a specific service. | |
Targeting or advertising cookies Targeting or advertising cookies are used to deliver adverts relevant to you. They are also used to limit the number of times you see an advertisement as well as help measure the effectiveness of the advertising campaign. |
To refuse these Cookies, use our consent management tool or follow the instructions below under the heading “How to control your cookie settings” |
Most browsers accept cookies automatically, but you can change the settings of your browser to erase cookies or prevent automatic acceptance if you prefer.
If you’re having trouble finding how to disable cookies, please check the 'Help' functionality on your browser to understand how it handles cookies.
Please remember if you turn off cookies in your browser then the settings would apply to all other websites as well, and not just this one.
To find out more information about cookies, including information about how to manage and delete cookies, please visit http://www.allaboutCookies.org/ or https://ico.org.uk/for-the-public/online/Cookies/ if you are located in the European Union.
Phone number – 0800 3 68 68 68
Email – pensions.service@fil.com
Our postal address: Fidelity Pensions Management, Beech Gate, Millfield Lane, Tadworth, Surrey, KT20 6RP