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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

A guide to taking Flexi-Access Drawdown from your pension pot.

PDF opens in new window - Taking money from my pension pdf: 606 kb
Member booklet

Outlines how the scheme works.

Member booklet - opens in new window pdf: 812 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.

Investment guide - opens in new window pdf: 703 kb

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

This covers allowances which apply to saving for retirement.

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