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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 Changes Guide

From May 2021 we are reducing our exposure to companies associated with fossil fuel reserves, enhancing the default strategy, and offering a wider range of investment options. This guide explains what these changes mean for you.

Investment Changes Guide - opens in new window pdf: 4700 kb
Member's guide

Members’ guide for the Guardian Lifestyle Plan for permanent and fixed term contract employees.

Member's guide - opens in new window pdf: 2400 kb
Investment guide

Investment guide for the Guardian Lifestyle Plan from May 2021.

Investment guide - opens in new window pdf: 2000 kb
Newsletter

2022 Annual Newsletter for members of the Guardian Lifestyle Plan.

Investment guide - opens in new window pdf: 1554 kb
Contributions change form

For permanent and fixed-term contract employees.

Contributions change form - opens in new window pdf: 65 kb
Nomination of Beneficiary form

Nomination of Beneficiary form for the Guardian Lifestyle Plan.

Nomination of Beneficiary form - opens in new window pdf: 34 kb
Target Retirement Age Change Form

Target Retirement Age Change Form for the Guardian Lifestyle Plan.

Target Retirement Age Change Form - opens in new window pdf: 38 kb
Tax year rates and allowances guide

This covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.

tax rates and allowances guide PDF - opens a new window pdf: 572 kb
Trustee Documents

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