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Document library

There are plenty of additional documents available to help you understand how your plan works, the benefits it offers, your options at retirement and much more. Click on the link below to open the document you need:

SIPP Information and Application Forms

Share contribution application form

Please complete the following form if you wish to add your shares to the Self Invested Personal Pension Plan.

Share contribution key facts

the key facts of your share contributions.

Share contribution key facts - opens in new window. pdf: 312 kb
Fees and Charges

This document sets out the fees and charges for self-investment and sets out the terms and conditions of the scheme.

Fees and Charges - opens in new window. pdf: 306 kb
Nomination of beneficiaries

Simply log in to Manage Your Account and click on Nominate Beneficiaries

Key features document

This booklet contains information you need to know about your pension plan with us and sets out the terms and conditions of the scheme.

Worksave Pension AE Key features document PDF - opens a new window pdf: 1177 kb
Self Investment Key Facts

This document provides you with key facts about self investment. Please note this option is only available to associate directors and above.

Self Investment Key Facts - opens in new window. pdf: 553 kb
SIPP Application form

Application to open the self-invested arrangement of the WorkSave Pension Plan

SIPP Permitted Investment Schedule

Explains the types of investments and asset classes that can be held within the Legal and General SIPP.

SIPP Permitted Investment Schedule - opens in new window. pdf: 100 kb

Other Documents

AstraZeneca Presentation

Find out more about your Legal & General pension scheme.

Recorded Presentation - opens in new window pdf: 3453 kb
Pension plan member booklet

This booklet contains information you need to know about your pension plan with us and sets out the terms and conditions of the scheme.

If you would like a copy of this document in larger print, braille or audio format please contact us.

Worksave Pension plan member booklet PDF - opens a new window pdf: 749 kb
Guide for members

This booklet contains information you need to know about the AstraZeneca Pension Plan.

Guide for members - opens in new window pdf: 543 kb
Default Investment Fund – AZ Drawdown Lifestyle (B)

Default Investment Fund – AZ Drawdown Lifestyle (B)

Default Investment Fund – AZ Drawdown Lifestyle (B) - opens in new window. pdf: 89 kb
Understanding your Pension Benefit Statement

A step by step guide on how to access and understand your annual pension benefit statement.

Understanding your Pension Benefit Statement - opens in new window. pdf: 1219 kb
Your guide to investing

For details of your investment options and what to think about when making a choice on where to invest your money.

Your guide to investing pdf - opens a new window pdf: 557 kb
Your guide to how your funds are managed

This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.

Your guide to how your funds are managed PDF - opens a new window pdf: 1111 kb
Your guide to risk and reward

Risk and reward is a key part of investing. Have a look at this guide for more information on what it is and how it might affect where you invest.

Your guide to risk and reward guide PDF - opens a new window pdf: 249 kb
Auto enrolment guide

Explains what auto enrolment means, why you've been auto enrolled into the scheme and what your options are.

Auto enrolment guide pdf  - opens a new window pdf: 266 kb
Guide to transferring

Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.

guide to transferring PDF - opens a new window pdf: 444 kb
Tax year rates and allowances guide

This covers allowances which apply to saving for retirement.

tax rates and allowances guide PDF - opens a new window pdf: 572 kb
Approaching retirement guide

For helpful information about investing your pension savings as you approach your selected retirement date.

Approaching retirement guide pdf - opens a new window pdf: 263 kb