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.
This booklet contains information you need to know about your pension plan with us and sets out the terms and conditions on the scheme.
If you would like a copy of this document in larger print, braille or audio format please contact us.
pdf:
712 kb
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
Complete this form to change the amount you wish to contribute to the Plan.
pdf:
171 kb
Complete this form if you no longer wish to have contributions deducted by Salary Sacrifice.
pdf:
188 kb
Complete this form if you wish to change or stop your AVCs.
pdf:
103 kb
Complete this form if you wish to start paying AVCs.
pdf:
217 kb
This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.
pdf:
1111 kb
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 Manage Your Account.
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
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
You should use this form if you want us to pay your adviser charges directly from your pension pot.
pdf:
57 kb
