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Mastertrust

Documents and reports

All the documents you need in one place

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2021 Climate Policy

This document summarises the trustees’ policy around climate change and its effect on members’ pensions.

Climate Policy - opens in new window pdf
2020 Chair’s Annual Statement (RAS)

The Chair’s Annual Governance Statement for the year ended 5 April 2020.

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.

2020 Chair’s Annual Statement (RAS) - opens in new window pdf: 3300 kb
2020 Chair’s Annual Statement (non-RAS)

The Chair’s Annual Governance Statement for the year ended 5 April 2020.

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.

 

2020 Chair’s Annual Statement (non-RAS) - opens in new window pdf: 3400 kb
2020 Implementation Statement

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 2020.

2020 Implementation Statement - opens in new window pdf: 397 kb
2020 Sole Governance Default Strategies Document

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.

2020 Sole Governance Default Strategies Document - opens in new tab pdf: 342 kb
2020 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 2019 - opens in new window pdf: 873 kb
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
2019 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 2019 - opens in new window pdf: 768 kb
Value for Members Framework

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.

Value for Members Framework - opens in new window pdf: 253 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