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Macmillan

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:

Key Features document

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

Member booklet - opens in new window pdf: 1910 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.

Pension plan member booklet - opens in new window. pdf: 749 kb
ESG presentation

A recorded presentation on Environmental, Social and Governance considerations in investing.

Nomination of beneficiary form

Confirm who you'd like your benefits paid to if you died.

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.

Your guide to investing pdf - opens a new window 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.

Your guide to how your funds are managed PDF - opens a new window 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.

Your guide to risk and reward guide PDF - opens a new window pdf: 249 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
Macmillan Joining Form

This form has been provide by Macmillan. Complete this form if you wish to join before you are automatically enrolled or do not meet the auto enrolment criteria.

Macmillan Joining Form - opens in new window. pdf: 244 kb
Amendment to percentage or termination form

This form has been provided by Macmillan and should be completed if you wish to amend or terminate the Salary Sacrifice Agreement.

Amendment to percentage or termination form - opens in new window. pdf: 45 kb
Approaching retirement guide

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

Approaching retirement guide pdf - opens a new window pdf: 321 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.

Facilitated adviser charge guide pdf - opens a new window pdf: 1051 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.

Facilitated adviser charge application form pdf - opens a new window pdf: 57 kb
Macmillan Contributions

Outlines the contributions for the scheme.

Macmillan Contributions - opens in new window. pdf: 202 kb
Auto enrolment guide

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

Member booklet - opens in new window pdf: 1555 kb
Guide to transferring

Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.

guide to transferring PDF - opens a new window pdf: 296 kb
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Manage your account

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

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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.