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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 link below to open the document you need:

Key Features document  - a summary of the scheme that aims to give you key information about your pension plan.

Pension plan member booklet  - this booklet contains information you need to know about your pension plan with us and sets out the terms and conditions of the scheme.

Auto enrolment guide  - explains what auto enrolment means, why you've been auto enrolled into the scheme and what your options are.

Your guide to investing  - for details of your investment options and what to think about when making a choice on where to invest your money.

Your guide to risk and reward  - risk and reward is a key part of investing. Have a look at this guide for more information on what it is and how it might affect where you invest.

Your risk meter  - all our funds have a risk rating to help you decide if it's the right fund for you.

Approaching retirement guide  - for helpful information about investing your pension savings as you approach your selected retirement date.

Guide to transferring  - explains what to think about when deciding to transfer savings from other accounts to this one and how it works.

Nomination of beneficiary form  - confirm who you'd like your benefits paid to if you died.

Tax year rates and allowances guide  - this covers allowances, such as the annual and lifetime allowances, which apply to saving for retirement.

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.

Facilitated adviser charge application form  - you should use this form if you want us to pay your adviser charges directly from your pension pot.

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 savings and create a future that's right for you.

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