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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.

Member booklet

A summary of the scheme that aims to give you key information about your pension plan.

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

pdf: 681 kb
Nomination of beneficiary form

Simply log in to your online account and click on Nominate Beneficiaries.

Join the Plan form

Use this form if you’re not already a member of the Co-op Retirement Savings Plan and wish to join.

Leave the Plan form

Use this form if you’d like to leave the Co-op Retirement Savings Plan and stop paying into your pension.

L&G - Co-op - Change Contribution Tiers form

Use this form if you’d like to increase or decrease you contributions

Start, stop or change AVCs form

Use this form if you’d like to start paying regular AVCs, change your regular AVCs or stop paying regular AVCs. 

Change how I pay my contributions form

Use this form if you’d like to change how you contribute to the Co-op Retirement Savings Plan from NICE Pensions (salary sacrifice) to the traditional payroll deduction method (net pay).

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
Fund Centre

Find  more detailed information about your funds such as up-to-date performance data and unit prices in our Fund Centre. 

If your plan has funds created especially for you, you can only view fund factsheets in your online account.

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 pension schemes 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
Facilitated adviser charge guide

You may from time to time require professional financial advice to help you make the most of your savings. We offer you a way of paying your adviser directly from your pot, called a facilitated adviser charge. This guide explains how it works.

pdf: 41 kb
Facilitated adviser charge application form

You should use this form if you want us to pay your adviser charges directly from your pension pot.

pdf: 57 kb

Your online account

Keeping up to date with your pension savings is easy with our online service.

Contact us

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.