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 cash lump sums and income payments when you transfer into the Mastertrust Pension Access Scheme.

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.
Application form for members taking combined tax-free cash from their AVC/ASC/M Plan Funds and DB Pension and transferring all remaining uncrystallised AVC/ASC/M plan funds to the MTPAS.

FAQ for members taking combined tax-free cash from their AVC/ASC/M Plan Funds and DB Pension and transferring all remaining uncrystallised AVC/ASC/M plan funds to the MTPAS.

Explains the process for members taking combined tax-free cash from their AVC/ASC/M Plan Funds and DB Pension and transferring all remaining uncrystallised AVC/ASC/M plan funds to the MTPAS.

Helping you decide your Mastertrust retirement options.

Supporting information
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.
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
This covers allowances which apply to saving for retirement.

This covers how the Trustees manage the Mastertrust Scheme, including how they make decisions, the Trustees’ powers and members’ entitlements.
