Each year you will receive a pension benefit statement on the renewal date of your retirement plan. This is restricted to within 12 months. You will find this in the Inbox section of your account.
If you would like to generate an up to date benefit statement, you can do so on your Portal. On the homepage you must scroll to the bottom and click on Get a Statement:
On the following page you can select the statement date range.
Your statement will contain a lot of useful information regarding your plan:
· Your contribution history
· Your contribution details
· Your fund choices
· Your fund value
· A statement of reasonable projections
· A summary of your transactions
· Your Pension Authority Number
· Your Employer details
· Your Normal Retirement Age
· Your Advisor Name, if relevant
If you have any queries regarding information on your benefit statement, these can be addressed with your Advisor.
If you need further assistance, you can contact our support team by:
Live chat - click the small green circle icon in the bottom right of this page to speak to a member of our team. Our team will respond to your queries as quickly as possible.
Email - send a message to [email protected] with your full name and your company name in the subject line.