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
  • How to guide
  • Auto Enrolment Guide
  • Understanding your annual benefit statement - active members
  • Understanding your annual benefit statement - deferred members
  • Getting more out of your bonus - a bonus exchange guide
  • Retirement options comparison table
  • Forms
  • Changing Your Contributions Form
  • Application Form
  • Expression of Wish Form
  • Investment Choices Form
  • Lump Sum Contribution Form
  • Transfer In Authority Form
  • Auto Enrolment Opt In Form
  • Salary Exchange Opt Out Form
  • Leaving the Plan - Opt Out Form
  • Bonus Exchange Form
  • Fund Factsheets
  • Fund Comparison Table
  • Introduction of Legal & General Future World Fund
  • Retirement Growth Fund
  • World Emerging Markets
  • AAA-AA-A Corporate Bond Over 15 year Index
  • Cash Fund
  • Dynamic Diversified Fund
  • Ethical UK Equity Index
  • Managed Property Fund
  • Future World Fund
  • World ex UK Equity - GBP Currency Hedged
  • World (ex UK) Equity Index
  • UK Equity Index Fund
  • Over 5 Year Index Linked Gilts Index
  • Over 15 year Gilt Index
  • Retirement Income Multi-Asset
  • Annuity Lifestyle Option Factsheet
  • Changes to the Lifestyle Option 2013
  • 2015 Drawdown Lifestyle Option Announcement (1)
Useful Links
  • Gov.uk

    For information about retirement planning and tax, as well as general public services. Find out what State benefits might be available and tips for planning your retirement.

  • MoneyHelper's pension modeller

    A useful tool for finding out your likely retirement income, and how things like changing your retirement age can impact your savings.

  • The Pensions Regulator

    The Pensions Regulator is a pensions watchdog and works with pension scheme trustees and employers to help protect members' pensions. You can also find more detailed information about automatic enrolment.

  • The Pensions Advisory Service (TPAS)

    TPAS provides free, independent information and guidance on workplace, personal, and state pensions. They can help you resolve any problems and advise you of your rights and who to contact if they cannot help with your query.

  • The Pensions Ombudsman

    The Pensions Ombudsman investigates and determines any complaint or dispute of fact or law relating to pension schemes.

  • Unbiased.co.uk

    This is one way to find an independent financial adviser near you, but please note that they will charge you for their advice. You will be responsible for paying any fees.

  • Citizens Advice Bureau

    The Citizens Advice service helps people resolve their legal, money and other problems by providing free information and advice from over 3,000 locations, and by influencing policymakers.