View the performance of my plan
How to view the performance of your plan
All plan holders
Regardless of the type of plan you hold, you can request to receive information about your plan by post.
Select ISA, Select Junior ISA, Select Pension and Select Investment Plan holders
You have the option to view the value of your funds, see your transaction history and view important documents online through the My Investments Service.
Already have a My Investments account?
If you don't already have a My Investments account you can register for one online via our website:
Please note: when you register you will be agreeing to receive paperless statements, with documents made available to view online. This will mean that you will no longer receive statements in the post.
If you'd prefer to continue to receive information about your plan through the post you can make a request online:
Frequently asked questions
You can find out which type of plan you hold based on the plan number that you will find on any related correspondence you have receive, e.g. annual statement.
Your plan number will follow one of these formats:
Select Pension = S + eight numbers
Select ISA = I + eight numbers
Select Junior ISA = I + eight numbers
Select Investment Plan = G + eight numbers
Stakeholder Pension = 8 + seven numbers
Personal Pension Account = 08 + seven numbers
Personal Pension Plan = 802 + five numbers
Shrewd Savings ISA = 6 + seven numbers
Capital Investment Bond = 01 + seven numbers
Capital Access Bond = 04 + six numbers
Retirement Annuity = 113 + six numbers OR 114 + six numbers OR 3 + six number OR 4 + six numbers
If your enquiry does not relate to any of the above plan please contact us either via the Financial Services Customer Services web form or by calling 0800622323>.
After making a plan information request you will receive a standard plan summary.
A standard plan summary includes:
- Current fund value
- Regular payment amount and frequency
- Investment fund(s) and details of your units in each fund
- Payments made in the current tax year
- Withdrawal history (if applicable)
If the information that you require would not be included in a standard plan summary please contact us either via the Financial Services Customer Services web form or by calling 0800622323.