Wealth Map
Don't just see each account. See the whole picture.
Different jobs, different pension providers and different investment accounts make it hard to see where you stand. Bring them together into one simple view.
My Pension Map
Find the pensions you've built up over the years.
Many people change jobs several times and collect workplace pensions with different providers. Add each one and see them as a single overall picture.
Step 2: Your Pension Overview
| Pension | Plan no. | Type | Value | Style | Remove |
|---|---|---|---|---|---|
| Provider A | •••• 3456 | Workplace pension | £45,000 | Balanced | |
| Provider B | •••• 9012 | Previous employer | £62,000 | Growth | |
| Provider C | •••• 5678 | SIPP | £85,000 | Self-managed |
Total pension value
£192,000
SIPP Map
Invested across more than one SIPP or platform?
Map your holdings across providers and see your combined allocation, exposure to individual companies, geography and sectors, possible duplication and expected dividend income.
- Combined asset allocation
- Total exposure to individual companies
- Geographic and sector exposure
- Potential duplication of holdings
- Income and dividend overview
Your SIPP Overview
Illustrative data onlyPlatform 1 (SIPP)
- Global Equity Index Fund
- UK Dividend Fund
- Example Bank plc shares
- Gilt Ladder ETF
Platform 2 (SIPP)
- Global Tracker ETF
- Technology Growth Trust
- Property Income Fund
Combined insight: you have 28 holdings across two investment platforms.
28
Holdings
2 platforms
7.4%
Largest company
Total exposure
19%
Possible duplication
Of underlying holdings
£2,940
Est. dividend income
Per year, sample
Combined asset allocation
- Equities66% · 66.0%
- Bonds16% · 16.0%
- Property12% · 12.0%
- Cash6% · 6.0%
Geographic exposure
| Category | Combined |
|---|---|
| UK | 44% |
| N. America | 29% |
| Europe | 12% |
| Asia Pac. | 10% |
| Other | 5% |
Potential duplication of underlying holdings
All figures are invented sample data. They are not real holdings, not a recommendation and not a prediction of future results.
Ready to bring it all together?
Invest Lens provides information and education only. It does not give pension or financial advice. Before making decisions about a pension, consider speaking to a regulated adviser or a free guidance service. Capital is at risk.