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What you can do

The information you will be able to access is dependent on the type of scheme you have. The table below outlines the online capabilities available for each of our contracts:

Contracts

Online functionality

Retirement Solutions* -

group personal pensions (GPP)

group stakeholder pensions (GSP)

company pensions (CIMP)

  • View group scheme details
  • Make basic changes to the scheme
  • Payment processing
  • Change payment levels
  • Notification of leavers
  • Add new entrants
  • Noticeboard
  • View employee plan fund value with split of funds they are invested in
  • View fund factsheets and performance information
  • View employee plan transfer value
  • View employee plan death claim value
  • Change employee plan details
  • Produce estimated retirement income quotes including "what if" scenarios
  • View employee plan transaction history
  • View employee plan premium history
  • Print a plan summary for employee plan

Talisman GPS group personal pension schemes*

  • View group scheme details
  • Payment processing
  • Notification of leavers
  • Noticeboard
  • View employee plan fund value with split of funds they are invested in
  • View fund factsheets and performance information
  • View employee plan transfer value
  • View employee plan death claim value
  • Produce estimated retirement income quotes including "what if" scenarios
  • View employee plan transaction history
  • View employee plan premium history
  • Print a plan summary for employee plan

Talisman EPP & Talisman98 EPP - executive personal pension schemes

  • Basic scheme details

Crest company pension scheme

  • Not currently available online


*Some users may have limited functionality.


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