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 cash lump sums and income payments when you transfer into the Mastertrust Pension Access Scheme.
pdf:
606 kb
Examples of what you might get from your plan in today’s terms and explain how charges, transaction costs and investment performance could impact your pension savings over time.
pdf:
135 kb
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.
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161 kb
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.
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772 kb
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.
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100 kb
Helping you decide your Mastertrust retirement options.
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864 kb
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.
pdf:
572 kb
This covers how the Trustees manage the Mastertrust Scheme, including how they make decisions, the Trustees’ powers and members’ entitlements.
pdf:
432 kb