Summary

  • New members will receive account login details for the Creative Pension Trust Member Portal by email once we have received the first contribution from their employer
  • Once you receive your account details, it’s important to login and ensure your profile is accurate and up to date
  • You can also easily combine your old pensions into your account, get more information and nominate your beneficiaries
You may need to speak to us about this
Applies to all our plans

Tips for getting started

If you’ve just received your access details to the Creative Pension Trust Member Portal, it means we’ve received your first pension contribution from your employer. This may be several weeks after your first pension contribution is collected, so it’s normal for a few weeks to pass by before your account is set up.

Once you have your details, take some time to log into your account and familiarise yourself with all the features and benefits you have access to. Here are a few important first steps for all new members:

(1) Getting logged in

You can login to the Creative Pension Trust Member Portal securely from this website. When you first log in, you will be asked to choose some security questions to protect your account and accept our terms and conditions. Be sure to choose 3 questions that only you know the answers to – you will need to provide these in future if you need to retrieve login details and to pass security checks when you speak to us.

(2) Update your profile

Once you’ve logged in to your account on the Creative Pension Trust Member Portal, look for the My Details tab in the Navigation Menu and click on it. You will then be taken to the Your Profile page. Your personal details are provided to us by your employer. In the unlikely event these are not correct, you will need to contact your employer in the first instance to ensure they correct their records.

While you are here, take a moment to:

  • Choose a more memorable username
  • Change your password
  • Provide a personal email address, rather than one issued by your employer
  • Provide a mobile telephone number, in case we ever need to reach you

(3) Make your nominations

You can tell us what you would like to happen to your pension if you die before taking it. To ensure we are aware of your wishes, click on the Nominations tab, which you can find under Your Pension in the Navigation Menu. Once you click on this item, you will be taken to the Nomination Form page.

To make a nomination, you’ll need to provide:

  • Their full name
  • Their relationship to you (if any)
  • Their address, so we can contact them in line with your wishes, should anything happen to you
  • What proportion of your pension savings you would like them to receive (if you are nominating more than one beneficiary)

When you are finished nominating or updating your beneficiaries, you will need to tick the box to confirm you understand that these will replace any previous instructions you have provided. Then you can click Submit to complete the process.

(4) Track, trace, and transfer your old pensions

If you’ve ever changed jobs, you probably have at least old pension pot. Although you can leave these where they are, Creative Pension Trust makes it simple to track, trace, and transfer your old pensions into your account.

Grab any paperwork from your old pension providers. These will normally provide helpful information like:

  • The name of your old scheme provider
  • The scheme name
  • Your account or policy number

When you’re ready, log in to the Creative Pension Trust Member Portal to easily track, trace, transfer and manage all of your old pension pots online. Most of the hard work is done for you and you’ll have a better understanding of how you’re doing.

(5) Build your plan for the future

You can build your own personalised retirement plan in the Creative Pension Trust Member Portal. See what all your pension pots might give you in retirement, see if you’re on track for the retirement lifestyle you want, and make an action plan to get you where you need to be.

(6) Find out more about your pension

Once you’ve completed your first few steps, why not take some time to really get to know your pension? Head to the Documents section, which you can find the in the Navigation Menu.

There you’ll find a full Member Guide to download and, if you want to make investment decisions for your pension rather than leaving it to us, you can also download an Investment Choices Guide, which explains the range of funds you can choose from in your plan.

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