What is the TPT Lifetime Pension Account?

It is a new online pension account designed to make pensions easy by giving members real-time access to their savings, planning tools, retirement modelling features and flexible application options.

What tools are included in the pension account?

Tools include live pension tracking, contribution checks, pot projection modelling, retirement income estimation, dashboard creation for other pots and comparisons to PLSA Retirement Living Standards.

How does the account support retirement planning?

Members can generate personalised retirement quotes, model different retirement scenarios, apply online for flexible options and access built-in guidance to help shape their retirement strategy.

Lifetime pension account

Our new pension account is designed with balance in mind – keeping things simple whilst helping every member to achieve the best outcome.

New pension account

Our new pension account is designed to make pensions easy. Members can now save, plan, and manage their retirement from their online pension account. They will also have plenty of support and guidance at their fingertips, with access to helpful planning tools, built-in nudges and a wealth of educational content.

A fresh take on must-have features

View pension savings in real-time
Check contributions
Check and update personal details
Nominate beneficiaries
Set retirement age

Fully data-integrated planning tools

Time travel pot projection tool
Model the impact of contribution changes
Retirement income estimator
Create a pension dashboard and bring in other
pots to our planning tools
Compare member outcomes to the PLSA
Retirement Living Standards

Retire flexibly online

In-built guidance to help explore retirement options
Model different retirement income scenarios with our built-in planning tools
Generate personalised retirement quotes
Apply online
Mix and match between options
Make regular or ad hoc withdrawals from drawdown

Lifetime support & guidance

Built-in nudges
Intuitive planning tools
Live webinars and video guides
Learn hub packed with useful content
Live chat and co-browsing support

Why choose TPT?

24/Feb/2025

Building a reliable income for life in decumulation for DC members

TPT’s DC Director, Philip Smith, explains the approach to risk mitigation in the design of our new ‘managed income for life’ default DC decumulation proposition.
29/Jul/2024

TPT‘s Trustee listed as signatory to UK Stewardship Code

TPT Retirement Solutions has announced that its dedicated trustee board, Verity Trustees Limited (VTL) has been confirmed as a signatory to the FRC’s UK Stewardship Code 2020.
13/May/2024

Corporate Adviser, Master Trust & GPP Defaults report – Key findings

In its 2024 Master Trust and GPP Defaults Report, Corporate Adviser Intelligence looks back on a ”very strong year” for master trusts, during which the global economy stabilised and the value of defined contribution (DC) assets held within multi-employer schemes increased by £113bn.

Lifetime pension account