Documents and reports

The Report details the ways in which climate, nature and people-related risks and opportunities are considered across the Mastertrust’s investment decisions and risk management approach. 

The Chair’s Annual Governance Statement for the year ended 5 April 2024, including the Statement of Investment Principles.

The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.

If your pension contributions are taken after you’ve paid tax on your earnings (your net pay), you’re in the ‘relief at source’ (RAS) version of the Mastertrust.

The Chair’s Annual Governance Statement for the year ended 5 April 2024, including the Statement of Investment Principles.

The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.

If your pension contributions are taken from your salary before you’ve paid tax, you’re in the ‘non-relief at source’ (non-RAS) version of the Mastertrust.

The Implementation Statement reflects on our performance against the principles set out in the Statement of Investment Principles throughout the scheme year ending 5 April 2024.

The statement sets out the Trustees’ investment policy and what they hope to achieve from the investments they choose.

The Sole Governance Default Investment Options Document provides details on the investment strategies and funds that the Legal & General WorkSave Mastertrust and Legal & General WorkSave (RAS) Mastertrust currently have in place for employers choosing the sole governance model.

The Trustees' policy on equality, diversity and inclusion within the Trustee Board.

The Trustees' identification, assessment and management of climate change risk can be read here in their Task Force on Climate Related Financial Disclosures report.

The Chair’s Annual Governance Statement for the year ended 5 April 2023, including the Statement of Investment Principles.

The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.

If your pension contributions are taken after you’ve paid tax on your earnings (your net pay), you’re in the ‘relief at source’ (RAS) version of the Mastertrust.

The Chair’s Annual Governance Statement for the year ended 5 April 2023, including the Statement of Investment Principles.

The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.

If your pension contributions are taken from your salary before you’ve paid tax, you’re in the ‘non-relief at source’ (non-RAS) version of the Mastertrust.

The Implementation Statement reflects on our performance against the principles set out in the Statement of Investment Principles throughout the scheme year ending 5 April 2023.

The Sole Governance Default Strategies Document provides details on the investment strategies and funds that the Legal & General WorkSave Mastertrust and Legal & General WorkSave (RAS) Mastertrust currently have in place for employers choosing the sole governance model.

The Trustees' identification, assessment and management of climate change risk can be read here in their Task Force on Climate Related Financial Disclosures report.

The Chair’s Annual Governance Statement for the year ended 5 April 2022, including the Statement of Investment Principles.

The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.

If your pension contributions are taken after you’ve paid tax on your earnings (your net pay), you’re in the ‘relief at source’ (RAS) version of the Mastertrust.

The Chair’s Annual Governance Statement for the year ended 5 April 2022, including the Statement of Investment Principles.

The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.

If your pension contributions are taken from your salary before you’ve paid tax, you’re in the ‘non-relief at source’ (non-RAS) version of the Mastertrust.

The statement sets out the Trustees’ investment policy and what they hope to achieve from the investments they choose.

The Implementation Statement reflects on our performance against the principles set out in the Statement of Investment Principles throughout the scheme year ending 5 April 2022.

The Sole Governance Default Strategies Document provides details on the investment strategies and funds that the Legal & General WorkSave Mastertrust and Legal & General WorkSave (RAS) Mastertrust currently have in place for employers choosing the sole governance model.

How the Trustees of the Mastertrust will assess whether the Mastertrust provides good value for its members - is also a summary of the approach the Trustees will take.

The Mastertrust's latest privacy notice regarding the collection and processing of your personal data.