Document library
There are a variety of helpful documents available to support your understanding of how your plan works. These resources explain the benefits it offers, your options at retirement, and more.
To access a document, select the appropriate link from the list below. Each link will open the document in a new window or tab.
The scheme booklet contains all you need to know to get started with your membership.
pdf:
6800 kb
It is very important you keep your expression of wish form up to date so the Trustee knows who you would like to receive any death benefits that may be payable.
pdf:
89 kb
Change the contributions paid into your Personal Retirement Account, including AVCs.
pdf:
163 kb
Make changes to how and where your past and future contributions are invested.
pdf:
232 kb
The Scheme Trustees's approach to investment is outlined in the Statement of Investment Principles (SIP).
pdf:
485 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
Fund factsheets
