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Managing your plan

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 Video transcript

When it comes to your pension savings, it's good to know you're on track for the retirement you want.

Our mobile app makes it easy to check in with your pension savings whenever you like, and as often as you like.

And, you can see what's been paid into your plan, where it's invested and how its performing, and what it could be worth in the future.

As a mutual, we aim to reward our members and customers when we do well. We call this ProfitShare. We'll let you know about any ProfitShare awards we make using the app.

And if you're in retirement, you'll be able to track any income you're taking through drawdown.

You can access financial wellbeing guides to help you get to grips with important topics like budgeting or reducing debt, and listen to podcasts or explore our latest guides and articles.

You can easily check your beneficiaries on your plan and if you need to add them at any time you can do this from our app too.

We can support you through your application to transfer any other pension savings. And if you can afford to, you'll be able to make a single contribution at any time.

Transferring may not be in your best interests as you may lose valuable benefits which can't be replaced. We recommend you speak to a financial adviser before making a decision.

We're listening to your feedback to develop more exciting features, this is just the beginning.

Whether it's a nudge from us about what's happening with your pension, or letting you know about our latest financial wellbeing content, hot off the press.

Download our free app from the App Store or Google Play.

If you don't have an adviser, you can find a professional in your area.

Find out more at

Our mobile app makes it easy to keep an eye on your pension savings whenever you like. Download it for free from the App Store or Google Play to:

  • see what your savings are worth now and what they could be worth in the future.
  • keep an eye on all your contributions, including contributions from your employer.
  • see how your savings are performing, any charges you’ve paid and any ProfitShare we may have awarded.
  • see how long a regular income might last, if you've started taking your pension savings.
  • check out how to apply to make a transfer or a single contribution.
  • view, change or add beneficiaries to your plan.
  • brush up on your financial knowledge with helpful articles and guides.

Your plan online

You can also log in to online service to see how your plan is doing. You can:

  • check the value of your plan
  • track the performance of your investments
  • make changes to your personal details
  • switch your investments
  • view fund prices
  • view all contributions into your plan
  • print a Plan summary.

Your plan online

If you've received your access code:

Use access code

If you've got an existing plan, you can:

Register or Log in

Did you know?

If you die before you take any or all of your pension savings, they could be paid to one or more beneficiaries of your choice. You can view and add your beneficiaries using our mobile app.

Or if you prefer, you can complete the form online or download and print a paper form.

Making changes to your plan

If you want to make any changes to your plan, then speak to your employer.

Got a question about your plan?

Take a look at our frequently asked questions.

Contact us

Email us

0370 850 1991