Log in to your account.
From the left-hand menu choose Documents.
Go to the Report Generator to request statements.
The Pension Contribution Statement shows you the gross contributions (including tax relief) for a chosen date range.
You can also generate a Client Transactions Listing which shows you the net contribution and the tax relief separately. Tax relief is applied 6 to 11 weeks after the contribution, so consider this when selecting your date range.
Need more help?
Our UK-based team is ready to answer your questions.
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Getting help in difficult circumstances
Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.
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