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.
Scheme documents (English)
You should use this online form if you want to change your current contributions or if you want to join the scheme.
A summary of the scheme that aims to give you key information about your pension plan.
pdf:
2000 kb
This should be completed and returned if you wish to leave the scheme.
pdf:
600 kb
You should complete this form if you wish to participate in Smart Pension contributions.
pdf:
48 kb
A guide to help understand what is meant by salary sacrifice/exchange and how it works.
pdf:
366 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
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 auto enrolment means, why you've been auto enrolled into the scheme and what your options are.
pdf:
266 kb
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
