
Fund information
Our Fund information cover the basics of investing and the balance between risk and reward as well as providing information on individual fund charges and risk ratings.
WorkSave Pension Plan
We have two different generations of funds for our WorkSave Pension Plan (Generation 3 funds end with 3, Generation 25 funds have no number at the end). Please ensure that you view the appropriate investment options.
We make the following information available to employees:
Investment guides
- PDF file: View - Your Guide to Investing PDF size: 271KB
- PDF file: View - Your Guide to Risk and Reward PDF size: 271KB
- PDF file: View - Approaching Retirement PDF size: 271KB
Fund information
- PDF file: View - WorkSave Pension Plan / WorkSave Buy Out Plan Fund summary PDF size: 271KB
- PDF file: View - Multi-Asset Fund Information Sheet PDF size: 271KB
We make the following information available to employees:
Investment guides
- PDF file: View - Your Guide to Investing PDF size: 271KB
- PDF file: View - Your Guide to Risk and Reward PDF size: 271KB
- PDF file: View - Approaching Retirement PDF size: 271KB
Fund information
- PDF file: View - WorkSave Pension Plan / Trustee Buy Out Plan Fund summary PDF size: 271KB
- PDF file: View - What happens when I invest in an externally managed fund? PDF size: 271KB
- PDF file: View - Multi-Asset Fund Information Sheet PDF size: 271KB
For Worksave Pension Trust information please review the PDF file: View - Pension Investment Platform Fund Summary PDF size: 205KB
For Worksave Mastertrust fund information please review the PDF file: View - Sole Governance Fund Summary PDF size: 94KB
We make the following information available to employees:
Investment guides
- PDF file: View - Your Guide to Investing PDF size: 271KB
- PDF file: View - Your Guide to Risk and Reward PDF size: 271KB
Fund information
- PDF file: View - Group Stakeholder Pension Fund summary PDF size: 119KB
- PDF file: View - What happens when I invest in an externally managed fund? PDF size: 271KB
We make the following information available to employees:
Investment guides
- PDF file: View - Your Guide to Investing PDF size: 271KB
- PDF file: View - Your Guide to Risk and Reward PDF size: 271KB
- PDF file: View - Your risk meter PDF size: 271KB
Fund information
- PDF file: View - WorkSave Pension Plan / WorkSave Buy Out Plan Fund summary PDF size: 271KB
- PDF file: View - What happens when I invest in an externally managed fund? PDF size: 271KB
We make the following information available to employees:
Investment guides
- PDF file: View - Your Guide to Investing PDF size: 271KB
- PDF file: View - Your Guide to Risk and Reward PDF size: 271KB
Funds information
- PDF file: View - WorkSave Pension Plan / Trustee Buy Out Plan Fund summary PDF size: 271KB
- PDF: 271KB
Online tools
Details of fund performance, unit prices and charges, as well as links to interactive fund factsheets, can be found in the Fund centre.
Employees can also access information about the funds available to them in Manage Your Account.
Contact us
We'd like to share our experience and expertise with you. Speak to us if you would like to view a demonstration of our online solutions, or if you have any specific client projects that you would like to discuss.
Lifestyle profiles
Target Date Funds
Our range of Target Date Funds allow members to match their investment strategy to their retirement date. Find out more about this range, its underlying assets and how these change over time.
Responsible investing
Find out more about our policies and actions on responsible investing so you can share our credentials with your clients.