Document library

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:

Investment Switch – FAQs

FAQs for Greggs Investment Switch - Summer 2023

pdf: 189 kb

Pension rate increase factsheet

This factsheet explains the increase to pension contribution rates from April 2019.

pdf: 85 kb

Pension rate increase Q&As

This factsheet answers frequently asked questions around the pension contribution rate increase.

pdf: 214 kb

Member Booklet

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: 1639 kb

Greggs Pension Scheme Annual Newsletter 2022

Welcome to your 2022 pension scheme newsletter.

pdf: 2464 kb

Illustrations

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

pdf: 130 kb

Member notice for the election of scheme pays

Use this form where you have exceeded the Annual Allowance and would like Legal & General to pay the tax charge from your pension plan. You can also use this form if you are subject to the Money Purchase Annual Allowance or the Tapered Annual Allowance.

pdf: 591 kb

Joining Form

This form has been provided by Greggs and should be completed if you wish to join the scheme.

pdf: 113 kb

Change in Contribution Form

This form has been provided by Greggs and should be completed if you wish to change your contributions.

pdf: 118 kb

Change in Retirement Date Form

This form has been provided by Greggs and should be completed if you wish to change your retirement date.

pdf: 49 kb

Leaver Form

This form has been provided by Greggs and should be completed if you wish to leave the scheme.

pdf: 81 kb

Letter of Wishes Form

This form has been provided by Greggs and lets us know who your pension savings should be paid to in the event of your death.

pdf: 50 kb

Your guide to how your funds are managed

This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.

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.

Auto enrolment guide

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

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.

pdf: 444 kb

Tax year rates and allowances guide

This covers allowances which apply to saving for retirement.

tax rates and allowances guide PDF - opens a new window

pdf: 572 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.

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.

pdf: 57 kb