Document library

There are plenty of additional documents available to help you understand how your plan works, the benefits it offers, your options at retirement and much more. Click on the link below to open the document you need:

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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 (Sept 2023) – Trustee’s report on assessing, monitoring and managing climate risk.
- Spotlight on investment (Jun 2022) - Trustee's headlines from the Statement of Investment Principles.
- Looking after the plan (Jun 2022) - Trustee's summary of their annual governance statement.
- 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 (Nov 2021) - How your assets in the RSP are protected.
- RBS Annual Report - (Sep 2022) For details on the RBS Group Retirement Savings Plan annual report for the year ended September 2022.
- Chairman's governance statement (Sep 2022) - For details of Chair’s Statement, Statement of Investment Principles and Implementation Statement.
- Statement of Investment Principles (Mar 2022) - For details of Statement of Investment Principles.
- Implementation Statement (Mar 2023) - For details of Implementation Statement.
- ESG Q&A (Feb 2020) - More about environmental, social and governance.
- 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.
- Managing your savings in uncertain times
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
- New joiner webinar

Explore your savings:

Responsible Investing

Explore your savings:

Responsible Investing

Explore your savings:

Responsible Investing

Explore your savings:

Responsible Investing

Document library