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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.

Member booklet

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

pdf: 1500 kb
Illustrations

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.

pdf: 133 kb
Nomination of beneficiary form

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

Your guide to how your funds are managed

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

pdf: 1111 kb
Fund Centre

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.

Auto enrolment guide

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

pdf: 266 kb
Guide to transferring

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

pdf: 444 kb
Tax year rates and allowances guide

This covers allowances which apply to saving for retirement.

pdf: 572 kb
Facilitated adviser charge guide

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.

pdf: 41 kb
Facilitated adviser charge application form

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

pdf: 57 kb

Manage your account

Keeping up to date with your pension savings is easy with our online service, Manage Your Account.

Get in touch

If you have any questions and want to talk to us about your pension plan, get in touch.

Planning tools

Our planning tools can help you manage your pension savings.