Welcoming new members
All our new members receive all the information needed
to help manage their workplace pension.
We also give new members the opportunity to sign up to our online service for
pension benefits (providing the employer has taken advantage of this facility).
Members who have been Auto-Enrolled into a pension scheme receive information
direct from their employer.
Helping you manage your pension
As a member, we send you regular information to help you manage your pension.
- Annual benefit statements – to keep you up to date with your pension benefits activity
- A monthly email notifying you that your monthly contribution has been
paid into your fund ready for investment (providing both you and your
employer have taken advantage of our pension benefits online service)
- A summary of our Annual Report – to tell you how we’re making the best of
- You will also receive regular e-newsletters providing information on any
changes or updates to the business and industry
Your employer may also contact you to remind you review your pension plan or if
there are any change to the contribution structure.
Change in circumstances
We understand that sometimes your circumstances change and there may be
occasions when this affects your pension benefits.
If you move job or opt out of the Scheme
Your employer will tell us and we will write to you with your options on leaving the
If you want to consolidate your pension pot
If you want to transfer a previous pension benefit into TPT Retirement, please contact us to
If you get married, divorced, move house, change partner or any other major change
Please tell us so we can update your record, also you may wish to alter your death
When you die
We will endeavour to distribute your pension fund and any life assurance benefits
payable quickly and with minimum distress to your loved ones. You can assist by
ensuring that your death benefit nomination form is kept up-to-date.
Read more about Retirement
10 years before your target retirement age
We recommend you review your retirement investment choices to try to make sure
your retirement plans are on track.
12 months before your selected retirement age
If you are a defined contributions member, we will write to you to remind you of the date we have on our records as your retirement age and ask you to review this and your pension arrangement to make sure you are on track to retire as planned.
6 months before your selected date (or on request)
We will write to you with further information about your options available and also provide details on where you can seek advice or guidance
4 months before your selected retirement age (or on request)
We will ask you to begin the process that will lead to the payment of your benefits, in whichever form you chose, after receiving appropriate information, advice or guidance.
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