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Document library

There are a variety of helpful documents available to support your understanding of how your plan works. These resources explain the benefits it offers, your options at retirement, and more.

To access a document, select the appropriate link from the list below. Each link will open the document in a new window or tab.

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 facts

the key facts of your share contributions.

pdf: 312 kb
Fees and Charges

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 beneficiaries

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

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.

pdf: 1177 kb
Self Investment Key Facts

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 Schedule

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 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.

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

pdf: 749 kb
Guide for members

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

pdf: 543 kb
Default Investment Fund – AZ Drawdown Lifestyle (B)

Default Investment Fund – AZ Drawdown Lifestyle (B)

pdf: 89 kb
Understanding your Pension Benefit Statement

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

pdf: 1219 kb
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.

pdf: 557 kb
Your guide to how your funds are managed

This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.

pdf: 1111 kb
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.

pdf: 249 kb
Auto enrolment guide

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

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.

pdf: 444 kb
Tax year rates and allowances guide

This covers allowances which apply to saving for retirement.

pdf: 572 kb
Approaching retirement guide

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

pdf: 263 kb