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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:

General documents

Member bookletOpens in new tab

A summary of the scheme that aims to give you key information about your pension plan.

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

pdf: 9 kb
Nomination of beneficiary formOpens in new tab

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

Trustee documentation

Trustee documentationOpens in new tab

Here you can access important trustee documentation for The ITB Pension Funds, including the Chair’s Statement, Statement of Investment Principles (“SIP”) and SIP implementation statement.

Other documents

Auto enrolment guideOpens in new tab

Explains what auto enrolment means, why you've been auto enrolled into the scheme and what your options are.

pdf: 266 kb
Guide to transferringOpens in new tab

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 guideOpens in new tab

This covers allowances which apply to saving for retirement.

pdf: 572 kb

Manage your account

Keeping up to date with your pension savings is easy with our online service, Manage Your Account.

Get in touch

If you have any questions and want to talk to us about your pension plan, get in touch.

Planning tools

Our planning tools can help you manage your pension savings.