Compendia vs HSA Bank

The Equiniti Pension Solutions Compendia App is designed to help you manage your retirement planning. Our App is interactive, intuitive and simple to use, 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 historical payslips and P60’s. If your pension scheme is administered in house using Equiniti’s administration platform, Compendia, and your scheme has signed up to receive the Compendia App, 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 the Compendia App. Please note that Compendia App is compatible with but not optimized for iPad. Terms and conditions of use can be found in the App.

Manage your health and benefit accounts with convenience on the secure HSA Bank app. • Access your account balance and transaction history. • View, make and update contributions. • Request reimbursements and file claims. • Manage your HSA investments. • Use the Contribution Planner to estimate what you can pay from your HSA this year and predict your HSA balance at retirement. • Search for eligible expenses. Secure account access • 2-factor authentication • Touch ID® / Face ID® can be enabled under Settings Securities and investments are not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, and may lose value. HSA Bank® is a division of Santander Bank, N.A., Member FDIC. Plan Administrative Services and Benefit Services are administered by Webster Servicing LLC.