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Don’t forget to complete the survey on your retirement savings by clicking the link below. The survey closes on 6th September.

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Documents and Forms

Here you will find copies of various Plan documents including forms, guides and booklets. You'll also find general information about the Plan, a Pension Modeller to help you plan for your retirement and links to other useful websites.

Login to your Account to find copies of the Plan's Annual Report and Accounts and Trust Deed and Rules.

Forms and publications

You can read the documents on screen or print them out - just choose the document you want below.

  • Guides
  • Auto enrolment guide
  • Understanding your annual benefit statement - active members
  • Understanding your annual benefit statement - deferred members
  • Forms
  • Application Form
  • Expression of Wish Form
  • Lump Sum Contribution Form
  • Changing your contributions form
  • Investment Choices Form
  • Bonus exchange form
  • Leaving the Plan opt out form
  • Auto enrolment opt in form
  • Salary exchange opt out form
  • Fund Factsheets
  • Investment Grade Over 15 year
  • Morgan Sindall Growth Fund
  • World ex UK Equity - GBP Currency Hedged
  • World (ex UK) Equity Index
  • Retirement Income Multi-Asset
  • UK Equity Index Fund
  • World Emerging Markets
  • World (ex UK) Developed Equity
  • Managed Property Fund
  • Over 5 year Index Linked Gilts
  • Over 15 year Gilt Index
  • Ethical UK Equity Index
  • Dynamic Diversified Fund
  • Cash Fund
  • AAA-AA-A Corporate Bond Over 15 year Index
  • Annuity Lifestyle Option Factsheet
  • 2015 Drawdown Lifestyle Option Announcement (1)
  • Changes to the Lifestyle Option 2013
Useful Links