Investor Plan

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

Watch Investor Plan video

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Log in to your 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. 

 

When joining the plan, you will receive a letter containing an activation code to active your account. If you have not received this letter or you joined the plan some time again contact the Orbit Helpline number on 0207 204 1212 or email info@orbitbenefits.com, who will provide you with your activation details.

 

Once you have completed the online activation, as an active member you have the option to access your account using your PKI. Alternatively, if you would like to access your account outside of the Siemens network or you no longer work for Siemens you can access your account using username and password.

 

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

Your toolkit

The toolkit has been designed to help you understand how the Investor Plan can be part of your retirement planning.

Still confused on which tool is right for you? Try the Life Journey tool. 

This will take you through pivotal stages in your career and give you information on what you should be thinking about regarding your pension.

Open Life Journey tool

Resources

More information on Investor Plan.

FAQ's

Fidelity Fund Information

Log in to your online pension account to find out more about the Investor Plan funds. Once logged in, go to ‘My Investment Options’ and select the Fidelity website.

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 £8,767.20 per year before tax (2019/20).


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.

Expat and Weekly paid form

This form is for joining the Investor Plan, changing a contribution, AVC's & Opting Out. 

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 

DC Statement of Investment Principles

Responsible Investment Policy

Latest news...

Watch out for scams! 

Date posted: 08/04/2019

 

Scammers can be articulate and financially knowledgeable, with credible websites, testimonials and materials that are hard to distinguish from the real thing... Read more

 

Nominated Trustee, watch this space for up an coming selections.

Date posted: 01/03/2019

 

If you would like to become a Member Nominated Trustee, the next selection will take place at the end of the year.

There's a new contribution structure

Date posted: 01/01/2019


The minimum contribution requirements under automatic enrolment legislation have changed. As a result there has been a change to the minimum contribution level.... ... Read more

 

Contact Pensions

If you are an active Siemens Employee contact us via HR Direct. 


If you no longer work for Siemens (or don't have access to (HR Direct) contact us via the AskHR email or post.

Email: askhr.uk@siemens.com

Post: PO Box 9011, Poole, BH12 9HW

Telephone: 01202 846000