Small steps today can make a big difference tomorrow
Life’s busy, so it’s easy to put off your retirement savings. But small steps today can make a big difference to your future. Here are six simple steps you can take today to make sure you’ve got the basics covered.
Small steps to financial fitness
PlanViewer lets you view and manage your savings online so you can plan for your future. If you haven’t registered yet, it’s quick and easy to get started. You’ll just need your Plan reference number and your staff reference number.
Once you’ve registered, make sure to keep a note of the username you have decided on (potentially your email address) as you’ll need this to login going forward. Remember, keep your password safe; don’t write it down or share it with anyone.
If you've moved home, got a new phone number, changed your email address or other personal details, it's important to update your personal and contact details for your retirement savings.
Simply go to PlanViewer and select ‘My profile’ then ‘Personal information’ to update your home address, personal email address and phone number.
You can make sure your loved ones benefit from your Plan, in the unfortunate event of your death, by nominating your beneficiaries (sometimes known as an expression of wish). It’s easy to do and you can choose to nominate a person or divide your savings among family and friends. You can change your nominated beneficiary at any time. Make sure to keep their contact details up to date, too.
Simply log in to PlanViewer, go to ‘Manage my plan’ then ‘Manage beneficiaries’. You’ll need their full name, date of birth and address.
Saving into your Plan is important. You should check in PlanViewer how contributions can be made in to your Plan. There can be advantages of contributing more into the Plan, if possible, and it’s a great way to make your money work hard for your future.
Log in to PlanViewer or use the app any time you want to see how your investments are performing.
For more ways to keep track of your savings and other handy tools and tips, explore all of PlanViewer’s features today. Watch our short video about how to make the most of PlanViewer and, ultimately, your Plan.
Watch time: 2 minutes 11 seconds