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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 links below to open the document you need:

Member bookletOpens in new tab

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.

pdf: 878 kb
IllustrationsOpens in new tab

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 formOpens in new tab

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

Your guide to how your funds are managedOpens in new tab

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

pdf: 1111 kb
Fund CentreOpens in new tab

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 guideOpens in new tab

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

pdf: 266 kb
Guide to transferringOpens in new tab

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 guideOpens in new tab

This covers allowances which apply to saving for retirement.

pdf: 572 kb
Facilitated adviser charge guideOpens in new tab

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 formOpens in new tab

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.