There are important things you need to do every now and then to stay on top of your UKRF pension admin. But we get it; life is busy. That’s why we’ve made managing your pension as convenient as possible. We’ve listed below some useful things you can do, or get help with, online, as well as information about how to log in (and register if you’re a first time visitor).
1. Let’s keep in touch
Important:
We don’t share data with the bank so, if you’re a Barclays customer, remember to update your details there too.
Make sure your personal details on your pension account are right, such as your email address, mobile number and your surname. Being able to stay in touch helps us to pay your benefits at the right time and avoid any payment delays. Plus, if you’re a deferred member we’ll need to check your contact details (among other things) if you request information through the Pensions Dashboard when this is live.
2. Moved house?
Congratulations! Remember to tell us your new address so you don’t miss out on anything important. If you no longer work for Barclays, you can check (and update) your home address details in your pension account. If you still work for Barclays, you need to update your personal details via Workday.
3. Logging in to your pension account
Forgotten your login details?
Use the Account Recovery Service to reset your password then click the ‘Can’t log in?’ button to get started. You can also use this function if you’ve never logged in before. Note: You’ll need to provide some identification details when you complete this process.
If you’re unable to access your account using the Account Recovery Service, please email the Barclays Team and we’ll send you a new user ID and password. (Make sure you include your full name, date of birth, NI number and home address, as held on our records, as we need this before we can provide your new details.)
To protect your information, your ePA account uses two-factor authentication (2FA). 2FA is a widely used security process that requires users to verify their identity using two distinct factors, usually a password and a one-time code sent to them via an app, text, or email. It enhances protection for many commonly used services, such as online banking, work servers and cloud services.
This additional layer of security safeguards access to your pension account. Here are some tips to help you get started:
If you’re logging into ePA using 2FA for the first time…
- Validate your contact details. Review the details on screen, select validate and follow the instructions.
- Enter your ‘one-time passcode’ (OTP): you’ll receive an email or text message with your OTP. If you input the OTP correctly, a message will appear to inform you that the ‘OTP is valid’. For future logins, you can choose your preferred, validated contact method to receive OTPs. You must select at least one contact method, but two (e.g. mobile phone and email) means you always have a backup.
- Set up a ‘memorable word’. Once logged in, go to Settings > Change Security Information and follow the instructions. Then, if you forget your password in future, you can use our ‘User ID reminder’ or ‘Reset your Password’ services.
4. Need a quote?
Log in to your pension account to use the ‘Run a quote’ tool, which can provide:
- Instant quotes if you’re considering transferring your benefits out of the UKRF (available to most deferred members)
- The value of your benefits if you were to retire or a statement showing the current value of your deferred pension (available to most active and deferred members), and
- A quote of what your spouse may receive on your death (available to pensioner members).
An online quote gives you quick access to all the information you would have received if you’d called the Barclays Team.
5. Planning to retire?
It could take up to six months from starting to consider your options to receiving your first pension payment, so make sure you give yourself plenty of time. If you’re close to retiring and in a defined benefit (DB) section like the 1964 Scheme, you can use the ‘My Retirement Timeline’ to give you an idea of what happens next and when. It can also help you work out what you’d need to do if you want to take your pension on a set date.
6. Tell us your wishes
The UKRF provides valuable benefits if you die. Log in to your pension account and under the ‘My Details’ tab (Expression of Wish option) tell us who you’d like to receive these benefits. It only takes a few minutes and can help make sure those you wish to provide for are paid as quickly as possible.
Where are we up to?
We all like to track the progress of our queries, which is why you can find the current status of any outstanding issues in the ‘My Cases’ section of your pension account. A quick check here can save you a call or email to the Barclays Team. It also gives you peace of mind that your issue is being dealt with.
Find out more
Log in to your pension account for a summary of your UKRF pension benefits. You can also look around this website for lots of general UKRF information, including the latest news, the most recent Annual Report and Accounts and Trustee Board details.