Register for your online pension account

If your pension policy has transferred from Fidelity to Scottish Friendly, you can register for online access. You'll just need your client reference number and pension policy number.

Ex-Fidelity pension customers

If your pension policy has transferred from Fidelity to Scottish Friendly, you'll find everything you need here, including guides, tools and investment information.

Type PENSION into the fast track code section (top right of this website) for quick access to register for your online pension account.

Questions about your transfer from Fidelity?

Find answers to questions you may have about the transfer of your Section 32 Pension Policy from Fidelity to Scottish Friendly, including what the transfer means for you.

Your investment options

Your pension savings are invested with the aim of helping them grow over time. There are different investment options available, depending on how you want your pension savings to be invested and your plans for retirement.

Find out more about your investment options below and the things to consider when making investment decisions.

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Investment pathways

Investment pathways provide four ready-made options designed around different retirement plans, helping you choose an investment approach based on how you expect to use your money.

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Self-select funds

Self-select funds allow you to choose where your pension is invested from a range of available funds.

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Target date funds

Target date funds are designed for people who expect to retire or start taking money from their pension within a particular five-year period.

Guides to help you understand your pension

From understanding investments and pension tax to planning when to retire, our guides cover some of the key things you may want to know about your pension and retirement.

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Taking money from your pension

There are four main ways to take money from your pension savings, and you can choose one option or mix them to suit your needs. You can also leave your pension invested if you’re not quite ready to take money from it.  

All pension guides

Explore clear, straightforward information on pension basics, retirement planning and making the most of your pension savings.

Explore your retirement

Use our tools to explore what your pension savings could mean for your retirement and the different ways you could take your money.

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Explore your retirement lifestyle

What could your retirement look like? 

See what your pension savings could mean for your lifestyle in retirement.

Explore your retirement options

Tell us a little about your retirement plans and see different ways you could take your pension, the lifestyle you could have and how long your money might last.

Get in touch

Our Glasgow-based Customer Service team is available to help you. Whatever your query, we'll provide a friendly greeting and our best customer care.

Ex-Fidelity pension customers

For queries relating to your transferred Fidelity pension:

Lines are open 8.30am-5.30pm, Monday to Friday (excluding bank holidays). Calls may be monitored for quality and feedback purposes.

General enquiries

For all general enquiries:

Lines are open 8.30am-5.30pm, Monday to Friday. Excluding bank holidays.

Calls may be monitored for quality and feedback purposes.

Ex-Canada Life customers

For queries relating to Canada Life customers:

Lines are open 8.30am-5.30pm, Monday to Friday. Excluding bank holidays.

Calls may be monitored for quality and feedback purposes.

Ex-Mobius Life customers

For queries relating to Mobius Life customers:

Lines are open 9.30am to 4pm, Monday to Friday. Excluding bank holidays.

Calls may be monitored for quality and feedback purposes.

Manage your beneficiaries

Download and return a beneficiary nomination form by post.

You can also do this online when logged in to your pensions account - login here.

Daily fund prices

See the latest fund prices for pensions and our other products.