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:
(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:
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) Transfer your old pensions
If you’ve changed employer, you probably have an old pension scheme. Although you can leave these where they are, you can combine them into your Creative Pension Trust account where you can have everything in once place.
To transfer your old pensions, click on the Transfer In tab, which you can find under Your Pension in the Navigation Menu. You will need:
You can easily find this information on an old statement. Once you have completed the process, click Submit. We will take care of the rest for you. Transfer times do vary by provider and may take several weeks. You can revisit this page any time to see the status of your transfers.
(5) 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.