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Cancer Research UK Retirement Plan

Document library

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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:

Key Features document

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

Key Features document - opens in new window. pdf: 1245 kb
Nomination of beneficiary form

Confirm who you'd like your benefits paid to if you died.

Flexible Lifestyle (Tobacco Free)

Flexible Lifestyle (Tobacco Free) – this is your pension plans default investment option.

Flexible Lifestyle (Tobacco Free) - opens in new window. pdf: 44 kb
Core Funds Guide

Core Funds Guide – CRUK core funds guide that provides you with a simplified list of additional funds and lifestyle profiles to invest in.

Core Funds Guide - opens in new window. pdf: 320 kb
Core Investment Funds (1 April 2015 to 28 February 2017)

The default and core investment options from 1 April 2015 to 28 February 2017.

Core Investment Funds (1 April 2015 to 28 February 2017) - opens in new window. pdf: 308 kb
Core Investment Funds (before 1 April 2015)

The default and core investment options prior to 1 April 2015.

Core Investment Funds (before 1 April 2015) - opens in new window. pdf: 112 kb
Frequently Asked Questions

This guide has been provided by CRUK and aims to provide you with answers to the most frequently asked questions regarding the pension plan.

Frequently Asked Questions - opens in new window. pdf: 338 kb
Investment form for new joiners

This form has been provided by CRUK and should be completed if you are a new joiner and wish to choose your own investments.

Investment form for new joiners - opens in new window. pdf: 348 kb
Switching form

This form should be completed if you are a current member of the pension plan and wish to switch your own investments.

Switching form - opens in new window. pdf: 506 kb
Contribution Structure changes

CRUK are updating the contribution structure within the retirement plan to ensure it meets the auto-enrolment legislation.

Contribution Structure changes - opens in new window. pdf: 59 kb
Step by step guide to combining your pensions

Step by step guide to combining your pensions – a guide explaining each step of the transfer process.

Step by step guide to combining your pensions - opens in new window. pdf: 95 kb
Your guide to investing

For details of your investment options and what to think about when making a choice on where to invest your money.

Your guide to investing pdf - opens a new window pdf: 557 kb
Your guide to how your funds are managed

Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.

Your guide to how your funds are managed PDF - opens a new window 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 Manage Your Account.

Your guide to risk and reward

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.

Your guide to risk and reward guide PDF - opens a new window pdf: 249 kb
Auto enrolment guide

Explains what auto enrolment means, why you've been auto enrolled into the scheme and what your options are.

Auto enrolment guide pdf  - opens a new window pdf: 266 kb
Guide to transferring

Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.

guide to transferring PDF - opens a new window pdf: 444 kb
Tax year rates and allowances guide

This covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.

tax rates and allowances guide PDF - opens a new window pdf: 572 kb
Approaching retirement guide

For helpful information about investing your pension savings as you approach your selected retirement date.

Approaching retirement guide pdf - opens a new window pdf: 263 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.

Facilitated adviser charge guide pdf - opens a new window 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.

Facilitated adviser charge application form pdf - opens a new window pdf: 57 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.

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Get in touch

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

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Planning tools

Our planning tools can help you manage your pension savings.