Document library

Content from the retirement presentation delivered 10^th February 2022.

Details on your contribution structure, outlining the contributions your employer will make and the amount you sacrifice.

Complete this form if you wish to stop contributions to the plan.

A step by step guide on registering for Manage Your Account.

A step by step guide on updating your investment options.

Find about more about your Legal & General pension scheme.

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.

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.

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.

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.

*Please note, this is available to Retirement Plan members only.

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 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.