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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:
131 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.
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