Online service - what you can do
The information you will be able to access is dependent on the type of scheme you have.
Click on the correct link below to find out the online capabilities available for your scheme.
- View group scheme details
- Make basic changes to the scheme
- Payment processing
- Change payment levels
- Notification of leavers
- Add new entrants
- Noticeboard
- View employee plan fund value with split of funds they are invested in
- View fund factsheets and performance information
- View employee plan transfer value
- View employee plan death claim value
- Change employee plan details
- Produce estimated retirement income quotes including "what if" scenarios
- View employee plan transaction history
- View employee plan premium history
- Print a plan summary for employee plan
More information about access for Retirement Solutions.
- View group scheme details
- Payment processing
- Notification of leavers
- Noticeboard
- View employee plan fund value with split of funds they are invested in
- View fund factsheets and performance information
- View employee plan transfer value
- View employee plan death claim value
- Produce estimated retirement income quotes including "what if" scenarios
- View employee plan transaction history
- View employee plan premium history
- Print a plan summary for employee plan
*If you have a Talisman EPP, Talisman98 EPP or Crest pension scheme, you will not have access to online service.
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.