Document library

A summary of the scheme that aims to give you key information about your pension plan.

Examples of what you might get from your plan in today’s terms and explain how charges, transaction costs and investment performance could impact your pension savings over time.

Simply log in to Manage Your Account and click on Nominate Beneficiaries.

This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.

Find  more detailed information about your funds such as up-to-date performance data and unit prices in our Fund Centre. 

If your plan has funds created especially for you, you can only view fund factsheets in Manage Your Account.

Explains what auto enrolment means, why you've been auto enrolled into the scheme and what your options are.

Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.

This covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.

You may from time to time require professional financial advice to help you make the most of your savings. We offer you a way of paying your adviser directly from your pot, called a facilitated adviser charge. This guide explains how it works.

You should use this form if you want us to pay your adviser charges directly from your pension pot.