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Useful documents

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.

Documents

Key features document

This booklet contains information you need to know about your pension plan with us and sets out the terms and conditions of the scheme.

pdf: 2058 kb
Pension plan member booklet

This booklet contains information you need to know about your pension plan with us and sets out the terms and conditions of the scheme.

If you would like a copy of this document in larger print, braille or audio format please contact us.

pdf: 749 kb
Single payments document

How to pay a lump sum pension contribution and make the most of your tax allowance.

pdf: 94 kb
Hilton Flexible Income Strategy

The Default Investment option for the Hilton (UK) Personal Retirement Plan Team Member Section.

pdf: 81 kb
Your guide to investing

For details of your investment options and what to think about when making a choice on where to invest your money.

pdf: 557 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.

Your guide to risk and reward

Risk and reward is a key part of investing. Have a look at this guide for more information on what it is and how it might affect where you invest.

pdf: 249 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.

pdf: 572 kb
Approaching retirement guide

For helpful information about investing your pension savings as you approach your selected retirement date.

pdf: 263 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

Forms

Application form

This application is for all permanent, salaried or fixed-term Team Members who are eligible to join the Hilton (UK) Personal Retirement Plan (the DC Plan) and who are not active members of The People’s Pension plan.

pdf: 139 kb
Change of Contribution form

Please complete this form if you wish to change your contributions.

Nomination of beneficiaries

Simply log in to Manage Your Account and click on Nominate Beneficiaries