LIBRARY & FORMS

Browse our library for information about your pension, using the tabs at the top.

General documents

Annual Report and Accounts 2023

2 MB

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Consolidated Annual Report and Accounts 2023

2 MB

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With Profits Section - Annual Report and Accounts 2023

2 MB

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Chair's Governance Statement 2023

2 MB

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AAF Assurance Report

1 MB

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Internal Dispute Resolution Procedure

162 KB

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Internal Dispute Resolution Form

311 KB

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Investment factsheet 1

191 KB

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Investment factsheet 2 - Fund details

250 KB

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Frequently Asked Questions

153 KB

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Benefit statement factsheet

635 KB

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Retirement factsheet 1 - Your options

234 KB

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Retirement factsheet 2 - Cash

188 KB

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Retirement factsheet 3 - Flexible income

182 KB

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Retirement factsheet 4 - Secure income

363 KB

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Retirement factsheet 5 - Making your decision

208 KB

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Pension scams factsheet

137 KB

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Abolition of the Lifetime Allowance factsheet

311 KB

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Tax factsheet

204 KB

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Summary of charges

245 KB

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Asset Allocation September 2024

401 KB

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Trustee vacancy

307 KB

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Climate change factsheet 2024

231 KB

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Explaining market conditions 2022

930 KB

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Expression of wishes form

268 KB

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Investment options form

249 KB

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Setting up a standing order

198 KB

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Opt out notice for auto enrolled members

202 KB

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Changing contributions

264 KB

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Transfer in service enquiry form

261 KB

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Continue membership on changing employers

226 KB

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Application to join form

413 KB

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Request for electronic communications

313 KB

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Request to receive income from flexible drawdown fund

371 KB

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Privacy Policy for Employers and Third Parties

240 KB

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Privacy Policy for members

270 KB

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Summary Privacy Policy for members

298 KB

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Holman Fenwick Willian members - Legal and General - Privacy Policy

117 KB

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Wilkinson Maughan members - Aviva - Privacy policy

5 MB

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Equality, Diversity and Inclusion policy

173 KB

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Herbert Smith members - PIC - Privacy policy

335 KB

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Report to Members 2023

211 KB

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Report to Members 2022

1 MB

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Report to Members 2021

1021 KB

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Report to Members 2020

401 KB

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Request for electronic communications

313 KB

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Trust Deed and Rules

1 MB

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Website guide

2 MB

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