PensionView vs MyRathbones

PensionView is the interactive, intuitive and simple to use member self-service App from Equiniti enabling you to keep up to date with the value of your retirement benefit. Key features include - • View and update your personal details. • View the current value of your retirement benefits. • Model your benefits at your chosen retirement age to see the impact increasing (or decreasing where allowed) your contributions will have on your retirement fund. • View important documents such as historical benefit statements. For Defined Benefit (Final Salary) Scheme members - • Perform ‘what if’ calculations to estimate the value of your annual pension at your chosen leaving date. For Defined Contribution Scheme members - • Track your investments. • Switch your funds. • View fund performance. • Model your drawdown income. For Pensioners - • View payslips and P60’s. If your pension scheme is administered by Equiniti and has signed up to receive PensionView, you can now use your iPhone to manage your pension. You will need to have registered for Self Service and have a user ID and password in order to use PensionView. Please note that PensionView is compatible with but not optimized for iPad. Terms and conditions of use can be found in the App.

Our tradition of thinking, acting and investing responsibly has been with us from the beginning and continues to lead us forward. The MyRathbones app allows you to view your investments and much more on your smartphone securely. We use the latest multi-factor authentication as well as Touch and Face ID to keep access to your information secure. You can use the app to: • View your portfolio value and income • See your individual holdings and transactions • View portfolio value over time • See historic valuations • Access the latest Rathbones knowledge and insight articles • Review your latest reports • Update your personal details • Contact your Rathbones Investment Team If you have any issues, please contact our Client Helpdesk on 0800 151 3355, available Monday to Friday 8am to 6pm and Saturday 8am to 1pm (excl. bank holidays). Rathbone Investment Management Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Rathbone Investment Management International Limited is regulated by the Jersey Financial Services Commission. Rathbone Investment Management International Limited is not authorised or regulated by the Financial Conduct Authority or the Prudential Regulation Authority in the UK.