Document library

This document provides a full overview of the Plan and explains how it works.

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

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

Examples of what you might get from your plan in today’s terms and explain how charges, transaction costs and investment performance could impact your pension savings over time.

Complete this form if you wish to join the Plan.

Complete this form if you wish to change your contributions.

Complete this form if you wish to stop contributing to the Plan.

Complete this form to let us know who your pension savings should be paid to in the event of your death. 

There are lots of ways you can use your pension savings and these case studies are just examples of what could be available to you.

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

Covers your full retirement options and includes example case studies.

The Pension Advisory Service has provided a quick guide to pension scams.

Find out more about the Trustees of the Plan.

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

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.

This covers allowances which apply to saving for retirement.

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.