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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 links 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.

pdf: 4700 kb
Member's guide

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

pdf: 2400 kb
Investment guide

Investment guide for the Guardian Lifestyle Plan from February 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 permanent and fixed-term contract employees.

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
Trustee Documents

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