Thank you for submitting the survey, please see our tailored advice below:
1. Have you ever read Your Future, our quarterly email update for members?
Our quarterly update, Your Future, keeps you informed with useful updates on your pension and helpful tips for managing your retirement savings. If you haven’t seen it before, consider giving it a read – it’s an easy way to stay up-to-date on how your pension is performing.
2. Do we have your current personal email address on file?
Storing your personal email address means you’ll stay connected to your pension, even if you change jobs. It also ensures we can send you important updates on how your pension is doing. If you need to update your email, please visit our help centre page for more details.
3. Have you updated your home address with us recently?
Keeping your current home address on file is essential for the security of your pension, ensuring your details don’t fall into the wrong hands. Just like with a bank account, accuracy is crucial.
4. Have you nominated a beneficiary for your pension?
A beneficiary is someone who would receive your pension if anything happened to you. Having a nominated beneficiary ensures your wishes are recorded and your loved ones are looked after. You can easily update or change this at any time.
5. Have you set your Target Retirement Age with us?
We’ll assume you want to retire around 65 unless you let us know otherwise. If you have other retirement plans, sharing your intended age helps us give you more accurate projections and invest your pension accordingly. You can update this anytime – read further about reviewing your target retirement age here.
Thanks again for completing the survey,
Creative Pension Trust
