ABOUT YOUR PENSION
Here, you’ll find all your important documents in one place. This means you can easily find out about your pension and the options you have.
Your key documents
Find out about your pension’s key features. This will help you to know what it offers you and what you might expect to get when you retire.
Investment information and charges
For the latest Scottish Widows Master Trust governance documents including the Chair’s Statement, Statement of Investment Principles, Implementation Statement, Taskforce for Climate-related Financial Disclosures Report and representative illustrative examples for the costs and charges and investment performance of your employer’s section of the Master Trust which is N40466, please visit our Members page.
Your investment choices and charges (PDF, 241KB)
Pension Investment Approaches (PDF, 893KB)
Investing responsibly with your pension (PDF, 2MB)
Core fund guide (PDF, 350KB)
Introduction to investing (PDF, 1MB)
Investment options guide (PDF, 1MB)
Changes to Black Rock fund indices (PDF, 1MB)
Taking your pension
As you approach retirement, there’s a lot to think about. Here, you’ll find a series of guides which will help you decide how you’d like to take your pension, when the time comes.
Retire your way (PDF, 1MB)
MoneyHelper guide – Your pension: your choices (PDF, 2MB)
Your guide to flexible income (PDF, 307KB)
Flexible income fund range (PDF, 255KB)
Investment pathways: Your guide to investment options for flexible income (PDF, 401KB)
Other information
Here, you’ll find a range of other important documents.
Data privacy (PDF, 3MB)
Transfer in form (PDF, 525KB)
Internal resolution process (PDF, 176KB)
Chair's statement member summary (PDF, 1MB)