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Documents and reports

All the documents you need in one place

2023 TCFD Report (for scheme year 6 April 2022 – 5 April 2023)

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

TCFD report pdf: 9432 kb
2023 Chair’s Statement (RAS)

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.

2023 Chair’s Statement (non-RAS)

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.

2023 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 2023.

2023 Implementation Statement - opens in new window pdf: 1000 kb
2023 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.

2023 Sole Governance Default Strategies Document - opens in new tab pdf: 1158 kb
2022 TCFD Report (for scheme year 6 April 2021 – 5 April 2022)

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

TCFD report pdf: 4000 kb
2022 Chair’s Annual Statement (RAS)

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.

2022 Chair’s Annual Statement (RAS) - opens in new window pdf: 4400 kb
2022 Chair’s Annual Statement (non-RAS)

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.

 

2022 Chair’s Annual Statement (non-RAS) - opens in new window pdf: 4800 kb
2022 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 2021 - opens in new window pdf: 873 kb
2022 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 2022.

2022 Implementation Statement - opens in new window pdf: 1523 kb
2022 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.

2021 Sole Governance Default Strategies Document - opens in new tab pdf: 1011 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
2021 Chair’s Annual Statement (RAS)

The Chair’s Annual Governance Statement for the year ended 5 April 2021, 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.

2021 Chair’s Annual Statement (RAS) - opens in new window pdf: 6000 kb
2021 Chair’s Annual Statement (non-RAS)

The Chair’s Annual Governance Statement for the year ended 5 April 2021, 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.

 

2021 Chair’s Annual Statement (non-RAS) - opens in new window pdf: 6000 kb
2021 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 2021.

2021 Implementation Statement - opens in new window pdf: 1000 kb
2021 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 2021 - opens in new window pdf: 873 kb
Privacy Policy

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

Mastertrust privacy policy pdf: 395 kb
Data Protection Policy

The Mastertrust's data protection policy, setting out their obligations under the data protection rules in force from 25 May 2018.

Mastertrust data protection policy pdf: 400 kb