Employee access

With your employees also able to access the online service it can help to reduce the amount of time you spend dealing with pension-related queries.

The functionality available to employees will depend on the type of scheme you have. We have summarised below some of the key functions

  • View plan details
  • View fund value with split of funds invested in
  • View fund factsheets and performance information
  • Change policy details
  • Produce estimated retirement income quotes including "what if" scenarios
  • View transaction history
  • View premium history
  • Print a plan summary
  • Switch the funds invested in

The noticeboard facility available to you can help you keep track of any changes an employee makes to their plan e.g. address, so that your records can also be updated if required.