Document library
This section contains important information about the Mastertrust Scheme. The Scheme documents should be read before making the decision to transfer your pension pot into the Mastertrust Scheme.
Must Read
Taking money from my Pension
pdf:
606 kb
A guide to taking Flexi-Access Drawdown from your pension pot.
pdf:
606 kb
Investment guide
Explains the basics of investing along with detailed information about all of the investment funds that you can choose to invest in and their charges.
Supporting information
Nomination of beneficiary form
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
Online quote request form
When you're confident that you understand your options, you can request a quotation and transfer application be sent to you by completing this form.
Tax year rates and allowances guide
pdf:
572 kb
This covers allowances which apply to saving for retirement.
pdf:
572 kb