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 link below to open the document you need:
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.
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.
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.
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.
This booklet contains information you need to know about the AstraZeneca Pension Plan.
Default Investment Fund – AZ Drawdown Lifestyle (A)
For details of your investment options and what to think about when making a choice on where to invest your money.
This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.
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.
Explains what auto enrolment means, why you've been auto enrolled into the scheme and what your options are.
Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.
This covers allowances which apply to saving for retirement.
For helpful information about investing your pension savings as you approach your selected retirement date.