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2019 Chair’s Annual Statement (RAS)

The Chair’s Annual Governance Statement for the year ended 5 April 2019.

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.

2019 Chair’s Annual Statement (RAS) - opens in new window pdf: 3000 kb
2019 Chair’s Annual Statement (non-RAS)

The Chair’s Annual Governance Statement for the year ended 5 April 2019.

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.

 

2019 Chair’s Annual Statement (non-RAS) - opens in new window pdf: 3000 kb
Statement of Investment Principles

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

Statement of Investment Principles - opens in new window pdf: 768 kb
Service Levels

Contains details of Legal & General’s service levels as of June 2018.

Service Levels - opens in new window pdf: 297 kb
Statement of Intent

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.

Statement of Intent - opens in new window pdf: 475 kb
Operations Committee Terms of Reference

The trustees of the Legal & General WorkSave Mastertrust have established an Operations Committee.

Operations Committee Terms of Reference - opens in new window pdf: 514 kb
Member Communications Committee Terms of Reference

The trustees of the Legal & General WorkSave Mastertrust have established a Communications Committee to provide oversight on behalf of the trustees of member facing communications and bespoke participant employer communications.

 Member Communications Committee Terms of Reference - opens in new window pdf: 364 kb
2018 Annual Report

Annual Report for the year ended 5 April 2018.

2018 Annual Report - opens in new window pdf: 3380 kb
2018 RAS Annual Report

Annual Report for the year ended 5 April 2018.

2018 RAS Annual Report - opens in new window pdf: 3380 kb
2017 Annual Report

For the year ended 5 April 2017

2017 Annual Report - opens in new window pdf: 1500 kb
2017 RAS Annual Report

For the year ended 5 April 2017

2017 RAS Annual Report - opens in new window pdf: 1230 kb
2016 Annual Report

For the year ended 5 April 2016

2016 Annual Report - opens in new window pdf: 661 kb
2016 RAS Annual Report

For the year ended 5 April 2016

2016 RAS Annual Report - opens in new window pdf: 627 kb
2015 Annual Report

For the year ended 5 April 2015

2015 Annual Report - opens in new window pdf: 1940 kb
2015 RAS Annual Report

For the year ended 5 April 2015

2015 RAS Annual Report - opens in new window pdf: 2110 kb
2014 Annual Report

For the year ended 5 April 2014

2014 Annual Report - opens in new window pdf: 522 kb
2014 RAS Annual Report

For the year ended 5 April 2014

2014 RAS Annual Report - opens in new window pdf: 485 kb