Managing your account

Saving with us

Your online account makes it easy to manage your savings

You’ll be able to register for an online account once you’re enrolled in the SEI Master Trust. Your welcome letter or email will let you know when you’re enrolled.

To register click ‘Login’ at the top of this page and then follow the links to ‘Register’. 

Your online account is designed to help you keep track of your retirement savings and understand how much money you can expect to have in retirement, based on your current choices.

You can use your online account to:

  • View the current value of your savings with the SEI Master Trust
  • Review and change how your money is invested – more information on the investment options available can be found in the investments section
  • Review your savings progress by using the pension planner
  • Keep your personal details up to date so we can contact you about your savings with the SEI Master Trust
  • Keep your Expression of Wish up to date (so we know who you would want your money to go to, in the event of your death)
  • Review and change your contributions if you are still employed
  • Keep us updated on your plans by setting your ‘Target Retirement Age’