Document library
This section contains important information about the Mastertrust Scheme. The Scheme documents should be read before making the decision to transfer your pension pot into the Mastertrust Scheme.
Must Read
A guide to taking Flexi-Access Drawdown from your pension pot.
pdf:
1000 kb
Explains the basics of investing along with detailed information about all of the investment funds that you can choose to invest in and their charges.
Supporting information
Fund factsheet for the Legal & General Cash Fund.
pdf:
410 kb
The NatWest Group Pensioners Benevolent Fund can help retirees and their financial dependants in times of financial need.
pdf:
307 kb
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
When you're confident that you understand your options, you can request a quotation and transfer application be sent to you by completing this form.
This covers allowances which apply to saving for retirement.
pdf:
572 kb