Get a plan

Know where you’re going?

No matter how far you have until you retire, it’s never too early to make a plan.  

Start by being efficient with your Plan savings:

Make it easier to stay in touch. Visit MyPension, under the Change My Personal Details tab and complete the Contacts section.

You should use this form to tell us how you wish your death benefits to be paid. Without this, the Trustee will not know your wishes.

Check and update your Nomination of Beneficiaries Form on MyPension, under the Change My Beneficiaries tab.

Tell us how you want to receive annual communications on MyPension, under the Change My Mailing Preferences tab.

Make sure they suit your plans. See Investing matters for more.

This age determines when any investments you have in either Lifestyle funds or the Default Strategy start to switch into lower-risk funds. Read more in Investing matters

Are you at 100%?

On MyPension, you can check your progress against some of your key Plan actions. A score of 100% means you’ve done the main things you need to, to ensure you’re up-to-date in managing your Plan preferences.

What’s your score? Visit MyPension and review MyChecklist to find out.