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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 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
Self Investment Key FactsOpens in new tab

This documents provides you with some key facts about self investment.

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
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
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 (A)Opens in new tab

Default Investment Fund – AZ Drawdown Lifestyle (A)

pdf: 39 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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Manage your account

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

Get in touch

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

Planning tools

Our planning tools can help you manage your pension savings.