A quick guide to navigating around my pension portal
How do I log in?
Please see the login instructions on the 'instructions for my pension portal' page.
What is the dashboard screen?
When you have successfully logged in, you will see the dashboard screen. From here you can access the various areas of the portal.
If you have two or more member records, select the 'active' button at the top of the page to see a list of all your records held by Staffordshire Pension Fund.
You can choose which record you want to view by clicking on the 'select' button next to it, in the list.
It has 7 panels:
Select the 'your details' panel to view and amend your personal details. It is the first panel on the dashboard. It shows you all the personal information that we have for you.
To change your details, select the 'Edit' button.
This is the second panel on the dashboard. There are 2 options:
- Membership details
- Financial details
Membership details
The top section shows your current job details and the bottom section shows any previous jobs or job changes. If you are still active in your current job, there will be no date shown in 'date left scheme'.
Financial details
This will show information relating to your current employer (or last employer if you have ceased membership).
This is the third panel on the dashboard. There are 4 options:
- Additional benefits
- Benefit projectors
- Benefit statements
- Latest valuation
Additional benefits
Data is shown here if you have paid additional pension contributions or have transferred previous pension membership to this record.
Benefit projectors
You can use the benefit projector to work out the value of your pension in the following situations:
- Deferred benefits
- Voluntary retirement
- Death in service
Deferred benefits
Enter the date you would like to leave in the 'leaving date' field. This should be before your retirement date and cannot be in the current scheme year, which runs from April to March.
Under final salary pay, this pay figure only applies to members with pre 1 April 2014 membership.
Select the 'calculate' button to estimate the value of your deferred benefits.
Voluntary retirement
Enter the date you’d like to retire in the 'leaving date' field. Then select the calculate button.
A graph will come up. If you select the line within the graph it will show you the effects of converting your pension to a lump sum.
Death in service
Enter a date of death to show how much your pension would be worth if you were to die whilst in service.
You can alter the number of eligible children.
Select the calculate button.
Benefits statements
This allows you to see your annual benefit statements.
Latest valuation
Here you can see details of your CARE pension.
Select the figure next to 'CARE benefits' to see the details of your CARE benefit account.
On the pension account history you can use the 'select' button to show the pension account transaction history for a specific line.
In the history that comes up, select the 'show all' button to show the full pension account history for every line.
The total revalued CARE pay pension is shown under 'revalued pension'.
This is the fourth panel on the dashboard. There are 2 options:
- My documents
- Scheme documents
The 'my documents' option allows you to access certain documents relating to your pension record.
This is the fifth panel. Here you can manage your user settings.
Use this panel to get in touch.
This will be used for news items.