Each year you will receive an annual benefit statement on the renewal date of your retirement plan. You will find this in the letters section of your account.  If you would like to generate an up to date benefit statement, you can do so on your Portal.

Click on Account and select Get a Statement:

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.

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