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:
Confirm who you'd like your benefits paid to if you died.
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.
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.
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, such as the annual and lifetime allowances, which apply to saving for retirement.
For helpful information about investing your pension savings as you approach your selected retirement date.
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.
You should use this form if you want us to pay your adviser charges directly from your pension pot.