Document library

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

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.

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

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

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

This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.

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.

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.

This covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.

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

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.

You should use this form if you want us to pay your adviser charges directly from your pension pot.

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

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