Documents and reports
All the documents you need in one place
The Report details the ways in which climate, nature and people-related risks and opportunities are considered across the Mastertrust’s investment decisions and risk management approach.
pdf:
9885 kb
The Chair’s Annual Governance Statement for the year ended 5 April 2024, including the Statement of Investment Principles.
The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.
If your pension contributions are taken after you’ve paid tax on your earnings (your net pay), you’re in the ‘relief at source’ (RAS) version of the Mastertrust.
pdf:
899 kb
The Chair’s Annual Governance Statement for the year ended 5 April 2024, including the Statement of Investment Principles.
The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.
If your pension contributions are taken from your salary before you’ve paid tax, you’re in the ‘non-relief at source’ (non-RAS) version of the Mastertrust.
pdf:
899 kb
The Implementation Statement reflects on our performance against the principles set out in the Statement of Investment Principles throughout the scheme year ending 5 April 2024.
pdf:
530 kb
The statement sets out the Trustees’ investment policy and what they hope to achieve from the investments they choose.
pdf:
4000 kb
The Sole Governance Default Investment Options Document provides details on the investment strategies and funds that the Legal & General WorkSave Mastertrust and Legal & General WorkSave (RAS) Mastertrust currently have in place for employers choosing the sole governance model.
pdf:
5000 kb
The Trustees' policy on equality, diversity and inclusion within the Trustee Board.
pdf:
1693 kb
The Trustees' identification, assessment and management of climate change risk can be read here in their Task Force on Climate Related Financial Disclosures report.
pdf:
9432 kb
The Chair’s Annual Governance Statement for the year ended 5 April 2023, including the Statement of Investment Principles.
The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.
If your pension contributions are taken after you’ve paid tax on your earnings (your net pay), you’re in the ‘relief at source’ (RAS) version of the Mastertrust.
The Chair’s Annual Governance Statement for the year ended 5 April 2023, including the Statement of Investment Principles.
The statement includes illustrations to show the effect of costs and charges on the value of your pension pot over time.
If your pension contributions are taken from your salary before you’ve paid tax, you’re in the ‘non-relief at source’ (non-RAS) version of the Mastertrust.