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
A guide to taking Flexi-Access Drawdown from your pension pot.
pdf:
606 kb
Outlines how the scheme works.
If you would like a copy of this document in larger print, braille or audio format please contact us.
pdf
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.
pdf:
703 kb
Supporting information
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
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.
This covers allowances which apply to saving for retirement.
pdf:
572 kb