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Document library

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 links below to open the document you need:

SIPP Information and Application Forms

Share contribution application form

Please complete the following form if you wish to add your shares to the Self Invested Personal Pension Plan.

Share contribution key factsOpens in new tab

the key facts of your share contributions.

pdf: 312 kb
Fees and ChargesOpens in new tab

This document sets out the fees and charges for self-investment and sets out the terms and conditions of the scheme.

pdf: 306 kb
Nomination of beneficiariesOpens in new tab

Simply log in to Manage Your Account and click on Nominate Beneficiaries

Key features documentOpens in new tab

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

pdf: 1177 kb
Self Investment Key FactsOpens in new tab

This document provides you with key facts about self investment. Please note this option is only available to associate directors and above.

pdf: 553 kb
SIPP Application form

Application to open the self-invested arrangement of the WorkSave Pension Plan

SIPP Permitted Investment ScheduleOpens in new tab

Explains the types of investments and asset classes that can be held within the Legal and General SIPP.

pdf: 100 kb

Other Documents

Pension plan member bookletOpens in new tab

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

If you would like a copy of this document in larger print, braille or audio format please contact us.

pdf: 749 kb
Guide for membersOpens in new tab

This booklet contains information you need to know about the AstraZeneca Pension Plan.

pdf: 543 kb
Default Investment Fund – AZ Drawdown Lifestyle (B)Opens in new tab

Default Investment Fund – AZ Drawdown Lifestyle (B)

pdf: 89 kb
Understanding your Pension Benefit StatementOpens in new tab

A step by step guide on how to access and understand your annual pension benefit statement.

pdf: 1219 kb
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