Document library

This booklet contains information you need to know about your pension plan with us and sets out the terms and conditions on the scheme.

If you would like a copy of this document in larger print, braille or audio format please contact us.

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

Complete this form to join the Plan.

Complete this form if you wish to leave the Plan.

Complete this form to change the amount you wish to contribute to the Plan.

Read this to find out more about paying AVC’s.

Read this to find out more about Salary Sacrifice.

Complete this form if you no longer wish to have contributions deducted by Salary Sacrifice.

Complete this form if you wish to change or stop your AVCs.

Complete this form if you wish to start paying AVCs.

This guide is designed for insured arrangements covering the WorkSave Pension Plan and WorkSave Mastertrust.

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.

Explains what to think about when deciding to transfer savings from other accounts to this one and how it works.

This covers allowances which apply to saving for retirement.

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.

You should use this form if you want us to pay your adviser charges directly from your pension pot.