PensionView vs Quilter

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.

With the Quilter app, you can: • go paperless and view your documents online • view valuations and performance • check if a transaction has gone through, including money paid in and out • keep your personal details up to date (such as your email address and security information) • carry out simple instructions, such as switches, plus top up your ISA or Collective Investment Account. For customers already registered for Quilter’s online Customer Centre, you can use the same login details you use when accessing the online Customer Centre. We have designed our app using the latest security features to protect your investments and for your peace of mind. This app is for Quilter platform customers only. It is not currently available for Quilter Cheviot, Quilter Investors, Quilter Financial Planning, or Quilter Financial Advisers. The importance of financial advice: We always recommend you seek financial advice before making changes to your investments, for example, when adding or withdrawing money and when changing your investment choice. Your investment may fall or rise in value and you may not get back what you put in.