Locate the Pension Statements
To find the statements for your Pension Account, please follow the directions below:
Step 1: Open your Profile page in the app
Step 2: Tap on the Documents section
Step 3: Scroll down and select Quarterly Statements (GIA, ISA, SIPP)
Step 4: You should be able to see the Pension Statements for your account.
Pension Statements Content
The Mutual Funds Statements may include:
Buy Orders to Pension
Tax Relief from Government
For iOS: Tap and hold the document you want to download. Once it opens as a popup, you can choose the Share menu. You can save it to your files or share it through the app of your choice.
For Android: your file will be immediately downloaded when you press the Download button in the app. The file will be automatically saved in the Files/Documents app of your device. Please note that we will not show a download banner in your notifications area.
Pension Statements Periods
The statements for the Pension are issued on a quarterly basis by our provider Quai. The periods are following the UK tax year as can be seen in the following table:
End of April
End of July
End of October
End of next January
Unfortunately, the Pension Statements cannot be created earlier than the date of availability in the table above. In case you need a Pension Statement earlier, you should be able to download the previous one.