Welcoming new members
Every new member receives the information they need
to manage their workplace pension.
We also give new members the opportunity to sign up to our online services for
pension benefits, Benpal and DB Online (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
The regular information we share to help members manage their pension includes:
- Annual benefit statements – to keep you up-to-date with your pension benefits activity
- A monthly email confirming 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
your money
- Regular e-newsletters providing information on any
changes or updates to the business and industry
Your employer may also contact you to remind you to review your pension plan or if
there are any change to the contribution structure.
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 Contribution 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.
Read more about retirement
Changes 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 Scheme.
If you want to consolidate your pension pot
If you want to transfer a previous pension benefit into TPT Retirement Solutions, please contact us to
arrange.
If you get married, divorced, move house, change partner or any other major change
Please tell us so we can update your record, and if you wish, alter your death
benefit nomination.
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. Please see the member scheme list for all scheme documentation.
Find out why employers choose TPT to manage their workplace pension scheme.
Employer benefits
See what our customers say about working with TPT Retirement Solutions.
Our customers