Page 6 - BoAML Plan Handbook 17 V2.0
P. 6

Managing your retirement



           planning online






           Manage your savings on the Plan                     Already registered?                                                Plan for your future on the BofAML freedom
           administration website                              Logging on from your employer's network? Use Simplified            and choice website
           Reviewing your savings online will give you much greater   Sign On (SSO).                                              Visit www.baml.com/pensionupdate to see how you can
           control and flexibility over your retirement planning.  •  Use the links on HR Connect > Benefits > Financial >        make the most of your savings in the Plan.

           You can:                                              Bank of America Merrill Lynch UK Pension Plan (or                Whether you are mid-career or approaching when you plan to
                                                                 on HR Interchange > HR & Benefits > Your Benefits,               access your savings, this website is the key source to help you
           •  See the current balance of your Member Account.    Discounts and Pensions if you are an MBNA employee).             with your retirement planning. Here you can:
           •  If you are an employee member, view your         •  Your Standard ID number and password will identify you –        •  See the tools and resources available to help you in your
             contribution choices.                               you will not have to input any additional security details.         retirement planning.
           •  Use the Pension Planner to see your estimated    Logging on from outside your employer's network?                   •  Find out the latest news from the pensions world and from
             annuity (regular income in retirement).
                                                               •  Go to www.hartlinkonline.co.uk/boaml.                              the Plan.
           •  Get up-to-date information on your investments,                                                                     •  Access all Plan information, including recent Updates.
             including unit prices and your transaction history.  •  Use your Username, Password and PIN number.
           •  Make changes to your investment choices.         Not yet registered?
           •  Update your Expression of Wish details.          •  Use the links on HR Connect > Benefits > Financial >
                                                                 Bank of America Merrill Lynch UK Pension Plan
                                                                 (or on HR Interchange > HR & Benefits > Your
                                                                 Benefits, Discounts and Pensions if you are an MBNA
                                                                 employee) or go to www.hartlinkonline.co.uk/boaml.
                                                               •  Complete the short registration process.
                                                               •  Keep a note of the Username (which must be different to
                                                                 your Standard ID number) and Password. Your PIN number
                                                                 will be emailed to you.
                                                               •  The next time you log on, you will need the details above
                                                                 if you are outside of your employer's network. From within
                                                                 your employer's network, SSO will be able to identify you
                                                                 without any further security details (see above).




                                                                    If you forget your login details after you register and
                                                                    need to log on from outside your employer's network,
                                                                    use the online reminder options. Alternatively, you can
                                                                    contact the Plan Administrators (see page 36).





























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