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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

Taking money from my Pension

A guide to taking Flexi-Access Drawdown from your pension pot.

pdf: 606 kb
Member booklet

Outlines how the scheme works.

pdf: 687 kb
Investment guide

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

Nomination of beneficiary form

Simply log in to Manage Your Account and click on Nominate Beneficiaries.

Online quote request form

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. 

Tax year rates and allowances guide

This covers allowances which apply to saving for retirement.

pdf: 572 kb