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How to Manage Your Investments Online

By August 3, 2022August 12th, 2022No Comments

What do you want when it comes to managing your investments?

Clarity is really important, so you can clearly see how your money is set up and make changes where necessary. At the same time, you want the process to be really straightforward, so you can take the right steps quickly and easily.

And crucially, you want easy access to details about the investment options open to you, so you can make a truly informed decision.

Using the Creative Pension Trust Member Portal, you can view the range of investment choices available for your plan, and access an Investment Choices Guide for more information about the investment funds available in your plan.

The investment funds available to you are listed alphabetically on the portal and accompanied
by a fund factsheet, giving you useful information on what each one entails.

You can also click on View Performance to see how well these investment funds have done over a range of different time periods.

That not only helps you get to grips with the basics of investing in these funds, but also gives you a good idea of how they have held up over a certain period of time and the extent of the monthly or yearly fluctuations you could possibly encounter. That could be invaluable as you seek the option that works best for you, your finances and your wider goals.

Simply go to the Manage Investment section of the portal to unlock the range of choices available to you and make changes, and look in the Documents section to find the fund factsheets that give you that all-important extra information.

You can then make a new selection online using easy-to-use sliders, making sure that the total shown reaches 100 per cent.

The Creative Pension Trust Member Portal is a simple, smart solution that lets you manage every aspect of your account in a really clear and easy way, so you can make the right decisions, backed up with the right information.

How to use the Creative Pension Trust Member Portal

To use the Creative Pension Trust Member Portal, simply click on this secure link and enter your username and password – remember they’re both case sensitive

Once you’ve logged in, click on Your Pension in the navigation menu, and then Manage Investment in the dropdown menu.

If you change your investment choices and you’re happy with them, click Submit. You’ll then be asked to confirm you wish to proceed, and if everything is correct, click Submit when you’re ready.

You’ll be sent an email confirming the details and containing a confirmation link. Click to confirm and we’ll make the changes you’ve requested.

A step-by-step guide to managing your investments online:

For more information on how to use the Creative Pension Trust Member Portal, watch our explainer video here:

What else can I do with the portal?

See your pension savings balance

Find out at a glance how much money you have saved for the future. You can do this any time you like using any device, such as your laptop, tablet or smartphone.

Generate a statement whenever you like

Instead of waiting for your annual statement, you can produce one at a time that suits you, as often as you like. That means you don’t have to wait a day longer than necessary to get the information you need that could guide your future investment decisions.

Tell us your planned retirement age

This is a crucial piece of information if we’re to help you plan for retirement and arrange your finances accordingly. If you use the portal to let us know when you intend to retire, we are then able to invest your savings and show you information with that firmly in mind.

Combine your old pensions

If you’ve built up various pensions throughout your working life, we can help you put them all in one place, so you can make smarter decisions about what you want to do with the money you’ve saved.

Explore different options

If you’re aged 55 or over, you can access the retirement area and get a retirement pack, which contains everything you need to know about drawing your pension. That means you’re armed with the knowledge and information you need to make one of the biggest decisions of your life

Nominate your beneficiaries

You can nominate any individual or organisation you’d like to receive your pension fund in the event of your death. This can give you a greater sense of certainty as you plan ahead for the future. The portal makes it really easy for you to get the information you need and look at your options, regardless of where you are in your financial journey.

Speak to a member of our team

Managing your investments and accessing your own financial information should be simple, flexible and stress-free. That is what the Creative Pension Trust Member Portal provides for you, putting you in charge of your own destiny, backed up with the knowledge and information you need.

Get in touch
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