PensionView vs FixedCost

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.

[Key Features] - Set fixed costs on a yearly or monthly basis - Compare expenses with your income to see what's left - Set payment and withdrawal dates - Reorder and customize your expense list - Calendar view for tracking spending - Asset management simulator Tip: You can also track variable expenses alongside fixed costs to simulate your complete financial picture.