Your Online Account
Your Online Account makes it easy to keep track of how your pension savings are doing and to make changes to your account.
How to set up your Online Account
It’s quick and easy and you only need to do this once.
Watch: How to set up your Online Account – 90 seconds:
Or follow these three simple steps:
Enter your details. You’ll need:
- your National Insurance number – you’ll find this on your payslip.
- your customer number – this is on your joiner letter
- your personal email address and mobile number.
Once you’ve entered all your details, click ‘Next’ and we’ll send you an activation email, so you can verify your details are correct. The email should arrive immediately.
Click on the link in the email to complete the final step.
We keep your details safe and secure.
We’ll ask you to set up your password and memorable word. You’ll need these every time you log on.
Keep this information as safe as you would your online banking details. We will never ask you for this information over the phone.
You’re all set up! Explore your Online Account today – here’s a reminder of what you can do:
Tell us who your beneficiaries are
…so they can receive your pension savings if you die before you retire.
Combine your pension pots
By combining your savings into one single pot it may save you money on fees and charges, as well as helping you with your retirement planning.
Choose how to invest your pension pot
You can manage how your pension savings are invested by self-selecting from a choice of funds.
Review and change your selected retirement age
We’ll send you the right information nearer the time to help with your retirement planning based on the age you intend to access your pension savings.
Important: Changing your selected retirement age or your date of birth could affect where your pension savings are invested. For example, if you decide to delay when you take your pension savings, they will be moved further back on the glidepath and into higher risk funds.
Update your personal contact details
It’s important to keep your contact details up to date, including your personal email address, mobile number and date of birth.
View your annual pension statement
We’ll send you an email each year when it’s ready to view.
Your personal details
We will not pass or sell your personal details on to any other company.