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Library

Here you can download printable versions of the latest Plan documents, including newsletters, factsheets, guides and forms.

INFORM 2024
INFORM 2024
205 KB
INFORM 2023
INFORM 2023
502 KB
INFORM 2021
INFORM 2021
560 KB
INFORM 2020
INFORM 2020
364 KB
INFORM 2019
INFORM 2019
627 KB
INFORM 2018
INFORM 2018
481 KB
INFORM 2017
INFORM 2017
334 KB
INFORM 2015
INFORM 2015
231 KB
INFORM 2013
INFORM 2013
12 MB
INFORM 2012
INFORM 2012
401 KB
INFORM 2011
INFORM 2011
386 KB
INFORM 2010
INFORM 2010
680 KB
INFORM 2009
INFORM 2009
586 KB
INFORM 2008
INFORM 2008
765 KB
FuturePlanner member booklet
FuturePlanner member booklet
270 KB
FuturePlanner - an overview
FuturePlanner - an overview
128 KB
Making pension fund choices
Making pension fund choices
249 KB
Income Protection, Health and Wellbeing Leaflet
Income Protection, Health and Wellbeing Leaflet
113 KB
Digicare+Workplace brochure
Digicare+Workplace brochure
4 MB
Annual Allowance
Annual Allowance
173 KB
Lifetime Allowance
Lifetime Allowance
143 KB
FuturePlanner Smart Guide
FuturePlanner Smart Guide
137 KB
Report & Accounts 2024
Report & Accounts 2024
446 KB
Implementation Statement
Implementation Statement
157 KB
Chair's Governance Statement
Chair's Governance Statement
115 KB
Report & Accounts 2023
Report & Accounts 2023
491 KB
DC Code
DC Code
2 MB
Report & Accounts 2022
Report & Accounts 2022
2 MB
SIP
SIP
226 KB
Fair Processing Notice
Fair Processing Notice
84 KB
Fair Processing Notice – third parties
Fair Processing Notice – third parties
57 KB
Report and Accounts 2021
Report and Accounts 2021
1 MB
Report and Accounts 2020
Report and Accounts 2020
4 MB
Report and Accounts 2019
Report and Accounts 2019
7 MB
Report and Accounts 2018
Report and Accounts 2018
5 MB
2024 Climate Metrics Report
2024 Climate Metrics Report
315 KB
Conflicts of Interest Policy
Conflicts of Interest Policy
183 KB
Contribution change form
Contribution change form
27 KB
Expression of wish form
Expression of wish form
40 KB
Investment switch form
Investment switch form
41 KB
Overtime Pension Sacrifice form
Overtime Pension Sacrifice form
108 KB
Smart option form
Smart option form
30 KB
Transfer-in form
Transfer-in form
36 KB

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