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FAQs for Greggs Investment Switch - Summer 2023 

This factsheet explains the increase to pension contribution rates from April 2019.

This document has been provided by Legal and General and provides an overview of the scheme.

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

Welcome to your 2022 pension scheme newsletter.

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.

Use this form where you have exceeded the Annual Allowance and would like Legal & General to pay the tax charge from your pension plan. You can also use this form if you are subject to the Money Purchase Annual Allowance or the Tapered Annual Allowance.

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.