Investor Plan

The Investor Plan is the Defined Contribution Section of the Siemens Benefits Scheme. 

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Steps on how to log in. 

  1. When joining, you will receive a letter with your activation code to activate your account. 
  2. If you didn't receive a letter or you joined the plan some time ago, contact Orbit Helpline (Details below)
  3. Once you have completed the online activation you can now access your account using your PKI.
  4. If you would like to access your account outside of the Siemens network or you no longer work for Siemens you can use your Username and Password. 

Contact Orbit Helpdesk with any issues. 

If you have any issues with logging on to your online account or if you require a password reset please contact the Orbit Helpdesk.

 

Email: info@orbitbenefits.com
Telephone: 0207 204 1212

About the Investor Plan

When you join, the Trustee sets up an investment account in your name. Each month, your account is credited with your contributions and those made by the Company. You choose how you want the Trustee to invest your account from a range of options. When you retire, you can use the money built up in your account in a number of ways to provide you with a retirement income. This is in addition to, and separate from, any State Pension entitlement. 

Resources 

More information on Investor Plan.

Fidelity Fund Information

Click on the link below, wait for the page to redirect, then click on the 'Fund Factsheets'.

Investor Plan Guide

This guide provides a summary of the main benefits of the Investor Plan.

Nominate your Beneficiaries

You can now complete an online Expression of Wish form within your online pension account.

Scheme Rules

The Scheme Trust Deed and Rules are available on your account.

State Pension

The State Pension starts between 65 and 68 depending on your age. Find out when your State pension will start.

 

State Pensions changed in 2016 so that going forward people with more than 10 qualifying years on their National Insurance record will get a State Pension of £9,110 per year before tax (2020/21).


Some people’s State pensions will be calculated by comparing the old and new basis. If you would like to know how much you are likely to get you can get a forecast.


The State Pension will increase in payment. You can delay taking your State Pension which could increase the payments you get when you decide to claim it. You cannot take your State Pension early.

Transfer Out

 

Transferring in a previous pension

If you are an Active member and would like to transfer in a previous pension, please go to your account and select the Transfer In Option.

Auto enrolment opt out

This form is to be completed ONLY if you wish to opt out of pension saving arising from being Auto Enrolled into the Siemens Benefits Scheme.

Electronic communications opt out form

Scheme Privacy Notice

This statement explains how we collect, use, share and store your personal data.

DC Governance Statement 

Statement of Investment Principles

This document contains the Statement of Investment Principles (‘the SIP’) required under Section 35 of the Pensions Act 1995, as amended by the Pensions Act 2004 (the “Act”), for the Siemens Benefits Scheme (‘the Scheme’). It describes the investment policy being pursued by Siemens Benefits Scheme Ltd (‘the Trustee’) acting as trustee of the Scheme and is in compliance with the requirements of The Occupational Pension Schemes (Investment) Regulations 2005 and other subsequent legislation.

Contact Pensions

Email: siemens@thpa.co.uk
Post: PO Box 131, Blyth, NE24 9FB

Telephone: 0203 985 3079

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