WEST MIDLANDS PENSION FUND

Draft - The Pensions Dashboard

Are you taking control of your retirement and using the Pensions Dashboard?

What is the Pensions Dashboard?

The Pensions Dashboard is a new online service designed to make life a lot easier when it comes to keeping track of your retirement savings. Instead of juggling lots of different accounts, you’ll soon be able to see all your pensions - private, workplace, and even your State Pension - together in one secure place.

Over a lifetime, the average person builds up around 11 different pension pots. No wonder it can feel tricky to keep on top of them all! That’s why the dashboard has been created, to bring everything together.

The government says pensions dashboards will transform the way people manage their pensions, giving you a clear overview of your savings all in one spot. With this big-picture view, it’s easier to plan ahead and feel confident about your future. Plus, the dashboard can even help you track down pensions you might have lost along the way.

How do I find my pension benefits on the Pensions Dashboard

Please make sure your personal details are up to date. The dashboard will use this information to match you with your pensions. You can check and update your details by logging in or registering on the Pension Portal

Change either your name, DOB or NI number

Once this has been done please click here and search for your benefits using the Pensions Dashboard.

Pensions Dashboard

How to use the dashboard, step by step
Step 1 - You will need to consent to storing your information

Dashboard 1

 

Step 2 – Verify your identity

Dashboard 2

 

Step 3 – Finding your pensions

Dashboard 3

 

Step 4 – Confirming your details

Dashboard 4

 

The dashboard will show you any pensions which you may have.

Dashboard 5

 

Frequently Asked Questions
How do I get an estimate of benefits

If you would like to run an estimate of your pension or thinking of retiring early, please visit the Pension Portal and run an estimate by clicking the “Benefits Estimate” and you can follow the step by step guidance.

How do I request a transfer out value?

Please contact us if you would like a transfer out value of your benefits.

I would like to request a cash equivalent transfer value (CETV) for divorce purposes

If you would like a CETV please complete this form and submit it to...

How do I Inform the fund of a divorce?

If you need to let us know that your marital status has changed you can with change this on the Pension Portal l and follow the step by step guidance.

I would like to consider a transfer into the scheme

If you would like to consider transferring benefits into the scheme , please send this form to your previous pension provider to request a transfer value. Please note that transfer normally have to be investigated within the first 12 months of joining the scheme.