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 links below to open the document you need:
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:
869 kb
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:
886 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:
134 kb
Simply log in to Manage Your Account and click on Nominate Beneficiaries.
Use this eform to request to make a change to your current pension arrangement.
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
