How to guides
Updated on 11 August 2025
If you need to know how to register or how to make changes to your details or investments, we have a series of handy ‘How To’ guides.
Simply click on the PDF below to find out more. And if there’s a task that you think we should create a guide for, just let us know.
| Name of document | Upload Date | Download |
|---|---|---|
| How to register for your Pension Account for the first time | 08 Aug 2025 | (PDF, 1107 Kb) |
| How to change your personal details | 08 Aug 2025 | (PDF, 303 Kb) |
| How to add an email address | 08 Aug 2025 | (PDF, 835 Kb) |
| How to change your Target Retirement Age | 08 Aug 2025 | (PDF, 1075 Kb) |
| How to change your investments | 08 Aug 2025 | (PDF, 472 Kb) |
| What to expect when transferring a previous pension into your Master Trust account | 08 Aug 2025 | (PDF, 116 Kb) |
| What to expect when transferring your Master Trust account to another pension arrangement | 08 Aug 2025 | (PDF, 91 Kb) |
| What to expect if a member of the SEI Master Trust dies | 08 Aug 2025 | (PDF, 158 Kb) |