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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.

Member's guide

Members’ guide for the Guardian Lifestyle Plan for casual and hotdesk employees.

pdf: 2300 kb
Investment guide

Investment guide for the Guardian Lifestyle Plan from June 2025.

pdf: 2000 kb
Shariah Global Equity Fund

This includes the factsheet for the Guardian Lifestyle Plan- Shariah Global Equity Fund.

pdf: 61 kb
Newsletter

2022 Annual Newsletter for members of the Guardian Lifestyle Plan.

pdf: 1554 kb
Contributions change form

For casual workers including hotdesk.

pdf: 65 kb
Nomination of Beneficiary form

Nomination of Beneficiary form for the Guardian Lifestyle Plan.

pdf: 34 kb
Target Retirement Age Change Form

Target Retirement Age Change Form for the Guardian Lifestyle Plan.

pdf: 38 kb
Tax year rates and allowances guide

This covers allowances which apply to saving for retirement.

pdf: 572 kb
Auto enrolment guide

Guide to being automatically enrolled into your employer's workplace pension scheme.

pdf: 1600 kb
Trustee Documents

Chair's Governance Statement (including cost and charges illustrations), Statement of Investment Principles and Investment Policy Document.