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Reasons to check your
annual statement

Your yearly pension statement is an important chance to see how much you’ve saved, check your details and work out if your pension pot is on track.

What’s in the annual statement?

You can find your statement in your online Nest account. We send an updated personal statement to your secure mailbox every year between April to January, and will email your personal account when it’s ready to view. It’s packed with useful information.

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Total payments into your pot

See how much you’ve paid in over the year, as well as extra money from your employer and through tax relief if you’re eligible.

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Investment performance

Your savings are invested, which affects how much is in your pot. See how your fund has performed over the last year.

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How much you could have at retirement

We estimate your predicted annual income at retirement so you can work out if you’re saving enough.

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Keep your details up to date

It’s easy to lose track of workplace pensions over your lifetime. Make sure we have your latest details so you don’t lose out on your hard-earned savings.

Your Nest annual statement

Got questions about your statement?

Not sure how to view your statement or how we’ve worked out the numbers? Take a look at our frequently asked questions.

Start planning today to have more choices tomorrow

Pensions are more than just savings, they’re an investment in your future.
A literal investment, because we aim to grow your pot by putting it into shares, bonds and other markets – unless you’ve chosen a different fund.

We know that it’s a long journey to retirement, so getting your pension on the right path now could mean that you’re able to retire earlier or have a more comfortable future.

It’s simple to plan ahead

It all starts with the lifestyle you want to enjoy and working out how much that’ll cost each year. There are lots of resources online to help you work
out the income you’ll need, including the MoneyHelper calculator.

Once you have a number in mind, simply sense check whether the estimated future income on your annual statement puts you on track to achieve your goal. Don’t forget to take your other pensions into account
too, as it all adds up.

What can I do if I’m not on track?

Don’t worry, there’s lots you can do to turn things around. Small changes now can make a big difference to your retirement. For example, our recent study showed that saving an extra £2.50 each week could give you £13,600 more in your pot. 

Remember, the sooner you work out your goals, the easier it’ll be to get your pension on track.

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View your annual statement

Log in now to see how much you’ve managed to save.

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