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AA Worksave Pension Plan

Document library

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There are plenty of additional documents available to help you understand how your plan works, the benefits it offers, your options at retirement and much more. Click on the link below to open the document you need:

Key features document

This booklet contains information you need to know about your pension plan with us and sets out the terms and conditions of the scheme.

Worksave Pension Key features document pdf - opens a new window pdf: 1246 kb
Pension plan member booklet

This booklet contains information you need to know about your pension plan with us and sets out the terms and conditions of the scheme.

Worksave Pension plan member booklet PDF - opens a new window pdf: 749 kb
Nomination of beneficiary form

Confirm who you'd like your benefits paid to if you died.

Your guide to investing

For details of your investment options and what to think about when making a choice on where to invest your money.

Your guide to investing pdf - opens a new window pdf: 557 kb
Fund Centre

Find  more detailed information about your funds such as up-to-date performance data and unit prices in our Fund Centre. 

If your plan has funds created especially for you, you can only view fund factsheets in Manage Your Account.

Your guide to risk and reward

Risk and reward is a key part of investing. Have a look at this guide for more information on what it is and how it might affect where you invest.

Your guide to risk and reward guide PDF - opens a new window pdf: 249 kb
Your risk meter

All our funds have a risk rating to help you decide if it's the right fund for you.

Your risk meter guide PDF - opens a new window pdf: 166 kb
Auto enrolment guide

Explains what auto enrolment means, why you've been auto enrolled into the scheme and what your options are.

Auto enrolment guide pdf  - opens a new window pdf: 266 kb
Guide to transferring

Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.

guide to transferring PDF - opens a new window pdf: 444 kb
Tax year rates and allowances guide

This covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.

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

For helpful information about investing your pension savings as you approach your selected retirement date.

Approaching retirement guide pdf - opens a new window pdf: 263 kb
Facilitated adviser charge guide

You may from time to time require professional financial advice to help you make the most of your savings. We offer you a way of paying your adviser directly from your pot, called a facilitated adviser charge. This guide explains how it works.

Facilitated adviser charge guide pdf - opens a new window pdf: 41 kb
Facilitated adviser charge application form

You should use this form if you want us to pay your adviser charges directly from your pension pot.

Facilitated adviser charge application form pdf - opens a new window pdf: 57 kb
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Manage your account

Keeping up to date with your pension savings is easy with our online service, Manage Your Account.

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Get in touch

If you have any questions and want to talk to us about your pension plan, get in touch.

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Planning tools

Our planning tools can help you manage your pension savings.