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:
Member's guide
pdf:
2400 kb
Members’ guide for the Guardian Lifestyle Plan for permanent and fixed term contract employees.

Shariah Global Equity Fund
pdf:
61 kb
This includes the factsheet for the Guardian Lifestyle Plan- Shariah Global Equity Fund.

Nomination of Beneficiary form
pdf:
34 kb
Nomination of Beneficiary form for the Guardian Lifestyle Plan.

Target Retirement Age Change Form
pdf:
38 kb
Target Retirement Age Change Form for the Guardian Lifestyle Plan.

Tax year rates and allowances guide
pdf:
572 kb
This covers allowances which apply to saving for retirement.

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