Document library

There are a variety of helpful documents available to support your understanding of how your plan works. These resources explain the benefits it offers, your options at retirement, and more.

To access a document, select the appropriate link from the list below. Each link will open the document in a new window or tab.

Expand all / Collapse all

Useful guides
- Member booklet - A summary of the scheme that aims to give you key information about your pension plan. If you would like a copy of this document in larger print, braille or audio format please contact us.
- Your investment guide - For details of your investment options and what to think about when making a choice on where to invest your money.
- Guide to transferring - Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.
- Financial help in retirement - The NatWest Group Pensioners Benevolent Fund can help retirees and their financial dependants in times of financial need.
- NatWest Group ABN Amro - If you were previously in the ABN Amro scheme then, depending on when you joined that scheme, you may be entitled to certain protections.
- Tax year rates and allowances guide (2023/2024) - This covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.
Trustee documents
- Climate change report (year to 30 Sept 2023) – Trustee’s report on assessing, monitoring and managing climate risk.
- Normal minimum pension age changes FAQ - The Trustee has prepared a Frequently Asked Questions document to help answer member questions relating to the changes that are due to happen in 2028.
- Asset security statement - (March 2025) – How your assets in the RSP are protected.
- RBS Annual Report - (Sep 2023) For details on the RBS Group Retirement Savings Plan annual report for the year ended September 2023.
- Chairman's governance statement (Sep 2023) - For details of Chair’s Statement for year to 30 September 2023.
- Statement of Investment Principles (Mar 2022) - For details of Statement of Investment Principles.
- Implementation Statement (April 2024) - For details of Implementation Statement for year to 30 September 2023.
- RSP trust deed and rules (Dec 2023) – Rules made with effect from 21 Dec 2023.
Useful webpages
- Tumelo - Allows you to see the companies your pension is invested in, and enables you to vote on the issues you care about.
- At retirement advice - When planning for your retirement, you should think about all of your pension savings and any other investments together - not just the savings you have with Legal & General.
- Go&Live - Brings together a range of tools and resources to help you understand your money better and plan for the future.
Forms
- Nomination of beneficiary form - Confirm who you’d like your benefits paid to if you die. For certain plans, Legal & General has discretion as to who receives the money but we will take your wishes into account.
- Transfer pack & transfer form - The forms and information you will need if you decide that you would like to transfer savings from other accounts to this one.
- Target retirement age form - Confirm the age that you think you will retire and take your pension benefits at.
- NatWest Group scheme pays notice form - This form is to be used when you have exceeded the Annual Allowance and would like Legal & General to pay the tax charge from your pension plan.
Presentations / Webinar recordings

Explore your savings:

Responsible Investing

Explore your savings:

Responsible Investing

Explore your savings:

Responsible Investing

Explore your savings:

Responsible Investing

Document library