Terms and conditions of use

The 4myplan website is provided by Broadstone Consultants & Actuaries Ltd (Broadstone) for use by members of pension schemes that Broadstone administers. Please note that 4myplan is not available to members of all pension schemes administered by Broadstone. If you are a member of a pension scheme administered by Broadstone and believe you should have access to 4myplan (but have not received an activation code to use the service) please call 0117 937 8700 and speak to a member of the Broadstone administration team.

All content throughout the 4myplan website is copyright Broadstone Consultants & Actuaries Ltd.

Broadstone reserves the right to change or vary these terms and conditions of use at any time.


‘We’, ‘Us’, ‘Our’ means Broadstone

‘Member’, ‘You’, ‘Your’ means the individual member who is using the 4myplan website

‘4myplan’, ‘Website’, ‘Service’ means the 4myplan website

Website availability and information

We will make every effort to provide you with continuous access to the 4myplan website but cannot guarantee its availability at any time. If you are unable to access the website and would like to check your pension benefits or send us an instruction, please call 0117 937 8700 and speak to a member of the Broadstone administration team.

4myplan is provided on an ‘information only’ basis. This means that none of the information published or shown throughout the website constitutes financial advice, promotion or a recommendation for you to take any particular course of action. Broadstone does not provide individual financial advice to members; if you make any decisions in relation to your pension account you should seek independent financial advice from a suitably authorised adviser. If you do not have a financial adviser, you can view information on how to find one at https://www.fca.org.uk/consumers/finding-adviser.

We will use reasonable effort to ensure the information provided through 4myplan is current and correct. However, we cannot guarantee that all information will be error free. In particular, certain information may be provided by a third party (for example, an external investment manager) and we are not liable for any inaccuracies, errors or omissions in the information they have provided.

Any fund values, projected future values or benefit projections calculated using the interactive tools within 4myplan are not guaranteed and are provided for illustration purposes only.

Your data

Your personal data is held and processed in accordance with the Privacy Policy of the pension scheme to which your 4myplan access relates. You can view your pension scheme’s Privacy Policy on the ‘scheme information’ page after logging in to 4myplan, or you can request a copy by contacting Broadstone.


You are responsible for ensuring your login information (such as your username and password) are kept secure. You must not disclose your login information to anyone else. We recommend you change your password on a regular basis and do not use the same password for 4myplan as you use for any other online account. Any instructions sent or actions undertaken through the website using your login information will be treated as a genuine request made by you. Members are responsible for any losses arising from actions undertaken through 4myplan using your login details.

If you think your account information has been compromised please change your password and then contact Broadstone immediately on 0117 937 8700 or bbswebsites@bbs-actuaries.co.uk to notify us of the problem.

Contact details

Any requests made or actions undertaken through 4myplan will be confirmed to you by email. It is your responsibility to keep your email address up to date. Email confirmations will be sent to members whenever any of the following occur (this list is not exhaustive):

  • you change your contact details
  • you change your email address (in this situation an email will be issued to both the old and new email address)
  • you send a message through 4myplan
  • Broadstone responds to a message through 4myplan
  • you give an investment instruction
  • you change your password

If you receive an email from Broadstone or 4myplan but you have not undertaken any transaction or sent us a request through the website then it is likely your account information has been compromised. Should this occur, please change your password and then contact Broadstone immediately on 0117 937 8700 to notify us of the problem.

Electronic communications

By registering to access 4myplan you are giving your consent to the Trustees of your pension scheme to send scheme information to you electronically where they consider it appropriate to do so.

Version 4 | Last updated: 31/05/2018