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 document has been provided by Legal and General and provides an overview of the scheme.
If you would like a copy of this document in larger print, braille or audio format please contact us.
pdf:
965 kb
important information regarding the experian Pension Savings Plan (EPSP) and the Capita cyber-attack.
pdf:
128 kb
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.
pdf:
137 kb
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
Please use this form if you would like to join the Plan, change the amount you pay in or make additional contributions to the Plan.
Please note, this form should not be used if you wish to cease paying further contributions to the Plan. If you have been a Plan member for more than 30 days and wish to cease all further contributions, please contact grouppensions@experian.com
New Joiners to the Plan: If you wish to opt-out of Plan membership within the first 30 days of being enrolled, you must do this online by visiting WorkSave Choice.
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
