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.
Pension education videos
How to save for the retirement you want, as well as how to keep track of your savings
How to manage and review your retirement savings and the choices available to help build your pension pot
What options are available at retirement and where to get more details about them
What options are available at retirement and where to get more details about them
Find out all you need to know about nominating a beneficiary
How to get help tracking down lost pensions, including using our My Future Now service to combine your pensions. My Future Now can be accessed here: https://www.myfuturenow.co.uk/legal_and_general_scheme?scheme=unipartgpp and further information can also be found here: https://www.legalandgeneral.com/workplace/u/unipart-gpp/on-your-way/getting-your-pensions-into-one-place/.
Some frequently asked questions are answered in this video. For any further support, please visit: https://www.legalandgeneral.com/workplace/u/unipart-gpp/get-in-touch/.
General documents
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:
1600 kb
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
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
Please use this form if you would like to cease contributing to the Unipart Group Pension Plan (UGPP)
pdf:
1570 kb
This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.
pdf:
1111 kb
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 to think about when deciding to transfer savings from other accounts to this one and how it works.
pdf:
444 kb
This covers allowances which apply to saving for retirement.
pdf:
572 kb
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
You should use this form if you want us to pay your adviser charges directly from your pension pot.
pdf:
57 kb