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
Please complete the following form if you wish to add your shares to the Self Invested Personal Pension Plan.
This document sets out the fees and charges for self-investment and sets out the terms and conditions of the scheme.
pdf:
306 kb
Simply log in to Manage Your Account and click on Nominate Beneficiaries
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
pdf:
553 kb
Application to open the self-invested arrangement of the WorkSave Pension Plan
Explains the types of investments and asset classes that can be held within the Legal and General SIPP.
pdf:
100 kb
Other Documents
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
This booklet contains information you need to know about the AstraZeneca Pension Plan.
pdf:
543 kb
Default Investment Fund – AZ Drawdown Lifestyle (B)
pdf:
89 kb
pdf:
1219 kb
For details of your investment options and what to think about when making a choice on where to invest your money.
pdf:
557 kb
This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.
pdf:
1111 kb
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
Explains what auto enrolment means, why you've been auto enrolled into the scheme and what your options are.
pdf:
266 kb
Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.
pdf:
444 kb
This covers allowances which apply to saving for retirement.
pdf:
572 kb
For helpful information about investing your pension savings as you approach your selected retirement date.
pdf:
263 kb