Using the Creative Pension Trust Member Portal to manage your investments is a great way to both keep up to date with your pensions and keep us up to date with any important changes.
Some of the changes that you can make include:
You can use the Creative Pension Trust Member Portal to manage your investments and account.
Keeping up to date online
- Updating your contact information
- Seeing your balance
- Making changes to your investments
- Requesting a retirement pack
Your guide to the information on this page
You may need to speak to us about this
Applies to all our plans
A step-by-step guide to managing your investments online:
Need some help to manage your investments on the Creative Pension Trust Member Portal? Check out this step-by-step video:
What you can manage online
The Creative Pension Trust Member Portal lets you manage and update many important aspects of your account, including:
- Updating your contact information – To keep us connected and ensure we can reach you, be sure to check your home address, telephone number and personal email address are up to date
- Seeing your pension savings balance – We provide daily updates on the value of your pension savings, which you can log in and view anytime
- Nominating your beneficiaries – Look after loved ones by telling us who you’d like to benefit from your savings if you die before taking them
- Combining your old pensions – Make it easier to manage your savings and get a better grasp of your future plans using our online transfer process
- Changing Investments – If you want to change how we invest your money, you can easily make a new selection online
- Telling us your planned retirement age – Help us help you – if you don’t want to retire at 65, you can let us know so we can take this into account with how we invest your savings and your statements
- Generating a statement – You don’t need to wait for an annual statement –you can produce one instantly at any time
- Getting a retirement pack – If you’re over 55, you can access the retirement area and generate a retirement pack, which provides all the options for drawing your pension
How to stay up to date and manage your investments online
Where to access the Creative Pension Trust Member Portal
You can access the Creative Pension Trust Member Portal via this website. Whilst our website provides helpful information and updates about Creative Pension Trust and saving for your future, the Creative Pension Trust Member Portal provides you access to your own personal account.
Getting your account set up
When you join us, we’ll send you a username and a password separately to the email address we were provided. We’ll do this after we’ve collected your first contribution, so it will depend on how often you are paid by your employer.
Keep your eyes peeled for your setup emails. If you don’t think you’ve received them, check your junk mail first. If you can’t find them or you’ve forgotten your username or password, you can reset them from the login page.
Managing your investments online
Once you’ve logged in to the Creative Pension Trust Member Portal, you’ll see a helpful summary of how your pension is doing, including:
- Today’s value
- How much it’s grown since you became a member
- Details of your most recent contributions
If you want to check how your money is being invested or make a different investment choice, you can do so by heading to the Manage Investment page, which you can find under the Your Pension tab.
If we are managing your investments for you using our Default Investment Strategy, you’ll see the option ‘lifestyling’ has been selected, which means we will manage and change how your money is invested as you get older. Whilst you are there, you might also want to tell us when you think you are likely to retire using the ‘Target Retirement Age’ slider.
If you see the ‘freestyling’ option has been selected, this means you are making your own investment decisions and have therefore selected alternative investment funds. If you want to change your investments, simply change your setting to freestyling and you can select your chosen investment funds.
You can also find out about the performance of all the investment funds described in this guide by accessing their fund factsheets. A link to these can be found in the main menu and they are updated quarterly.
