Royal London vs TrinityBridge

ABOUT THIS APP Making it easy for Royal London customers to view their pension and ISA savings. HOW YOU GET STARTED You’ll need to have at least one individual or workplace pension plan, or ISA, with Royal London. To register you’ll need your plan number, which you can find on your welcome letter or annual statement. As soon as you register you’re ready to see your savings and more. WHAT YOU CAN SEE • The value of your pension and ISA savings. • Your pension contributions, along with tax relief and employer payments. • Details of how your pension funds are invested. • Up-to-date investment performance and growth, charges paid, and any ProfitShare payments awarded. • Projections of what your pension savings could be worth when you retire. • Any money you’ve taken out and how long a regular income might last. WHAT YOU CAN DO • Add, view, and change your beneficiaries. • Transfer other pension pots to your Royal London workplace plan, to keep your pension savings in one place. • Access helpful tools including State Pension forecast, risk profiler, pension planner and retirement options. • Access your pension documents, where available. • Read our helpful Financial Wellbeing guides. • Brush up on your financial knowledge with topical articles. • Set up notifications - if you want, we’ll let you know when there’s an important update to your plan. Or send you a quick reminder. • Quickly get in touch with us if you need to. • Customise your view with a choice of light or dark themes. We’re continually developing your app with useful enhancements, so check back soon for more new features. IMPORTANT INFORMATION The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales, company number 99064. Registered office: 80 Fenchurch Street, London, EC3M 4BY. Royal London Marketing Limited is authorised and regulated by the Financial Conduct Authority and introduces Royal London’s customers to other insurance companies. The firm is on the Financial Services Register, registration number 302391. Registered in England and Wales company number 4414137. Registered office: 80 Fenchurch Street, London, EC3M 4BY.

• Monitor portfolio performance • Review account activity and transactions • Analyse your investments • Read documents and notifications • 24/7 access For existing TrinityBridge clients only. To find out more about becoming a client, visit www.trinitybridge.com/get-in-touch. ----------- We are one of the UK’s largest and longest-established providers of financial advice and investment management. In the complex world of money and investing, we provide clarity and clear direction. Professionals, business owners, individuals and families rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments. Financial advisers, trustees, consultants and charities trust our proven multi-asset investment management expertise to manage funds on their behalf. Investments can fall as well as rise so you could get back less than you invest.