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 links below to open the document you need:
We’re delighted to offer these new options to DC members in 2021.
![3 new services for DC members - opens in a new window](/static/css/img/pdf_get.png)
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.
![Member booklet - opens in a new window](/static/css/img/pdf_get.png)
Here are 5 key tasks to complete now that you have joined the Civil Service Pension (DC Section).
![Retirement check list - opens in a new window](/static/css/img/pdf_get.png)
Examples of what you might get from your plan in today’s terms and explain how charges, transaction costs and investment performance could impact your pension savings over time.
![Scheme illustration pdf - opens in new window](/static/css/img/pdf_get.png)
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.
![Your guide to how your funds are managed PDF - opens a new window](/static/css/img/pdf_get.png)
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.
![Auto enrolment guide pdf - opens a new window](/static/css/img/pdf_get.png)
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](/static/css/img/pdf_get.png)
This covers allowances which apply to saving for retirement.
![tax rates and allowances guide PDF - opens a new window](/static/css/img/pdf_get.png)
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](/static/css/img/pdf_get.png)
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](/static/css/img/pdf_get.png)