I have a live example! I asked "Pension Company A" about my accounts with them due to my then-employer merging and changing lots of things way back when.
I got a reply two days ago (with ref number) saying "We need some more details from you". I had not yet replied to this.
This morning I got an email (with a different ref number) saying "here's all the information you needed", fully answering my query, job done, case closed. Super!
Then this afternoon I got this belter:
Dear MISS Singthing,
Pension Company A is committed to providing an efficient and secure service to members. We have therefore uploaded information regarding your pension benefits to OurPortalName, for you to view. This may be in response to a request you have raised or an automated process such as if you are approaching your Normal Retirement Date.
If you have not registered yet, not to worry – registration is easy and can be done following these 5 steps.
STEP 1 - GO THE WEBSITE
Go to www.OurPortalName.com and select the option to ‘Register Now’.
STEP 2 - ENTER YOUR REGISTRATION DETAILS
To register you need your member reference number, which is XXXXXXXXX. You then need to enter some personal information as a security check. If this matches our records, then your account will be activated.
STEP 3 - CHECK YOUR EMAIL
After you register we will send you an activation email with a temporary password. You need to follow the instructions in this email to finish setting up your account. You only need to complete this step when you register.
STEP 4 - SETUP YOUR SECURITY INFORMATION
When you use this to log in for the first time, you will be asked to change your temporary password. Make sure you pick a complicated password to keep your account secure.
STEP 5 – VIEW YOUR DOCUMENTS
Once registered you will need to navigate to YOUR ACCOUNT, your documents will be viewable under YOUR CASES.
Should you have any queries relating to this request please get in touch using the secure Contact us option on OurPortalName, or alternatively, call us on YYYYY and quote Case Number ZZZZZZZ
Yours sincerely,
Pension Company A