LIBRARY & FORMS                             

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

General documents

  • Annual Report and Accounts 2022
    2 MB
  • Consolidated Annual Report and Accounts 2022
    3 MB
  • With Profits Section - Annual Report and Accounts 2022
    3 MB
  • Chair's Governance Statement 2022
    485 KB
  • AAF Assurance Report
    1 MB
  • Internal Dispute Resolution Procedure
    162 KB
  • Internal Dispute Resolution Form
    311 KB
  • Investment factsheet 1
    182 KB
  • Investment factsheet 2 - Fund details
    153 KB
  • Explaining market conditions 2022
    930 KB
  • Frequently Asked Questions
    153 KB
  • Benefit statement factsheet
    635 KB
  • Retirement factsheet 1 - Your options
    234 KB
  • Retirement factsheet 2 - Cash
    188 KB
  • Retirement factsheet 3 - Flexible income
    182 KB
  • Retirement factsheet 4 - Secure income
    363 KB
  • Retirement factsheet 5 - Making your decision
    208 KB
  • Pension scams factsheet
    137 KB
  • Abolition of the Lifetime Allowance factsheet
    311 KB
  • Tax factsheet
    220 KB
  • Summary of charges factsheet
    197 KB
  • Asset Allocation March 2024
    319 KB
  • The Implications of climate change
    156 KB
  • Expression of wishes form
    268 KB
  • Investment options form
    565 KB
  • Setting up a standing order
    198 KB
  • Opt out notice for auto enrolled members
    202 KB
  • Changing contributions
    264 KB
  • Transfer in service enquiry form
    266 KB
  • Continue membership on changing employers
    226 KB
  • Application to join form
    309 KB
  • Request for electronic communications
    313 KB
  • Request to receive income from flexible drawdown fund
    630 KB
  • Privacy Policy for Employers and Third Parties
    250 KB
  • Privacy Policy for members
    280 KB
  • Summary Privacy Policy for members
    298 KB
  • Holman Fenwick Willian members - Legal and General - Privacy Policy
    117 KB
  • Wilkinson Maughan members - Aviva - Privacy policy
    50 KB
  • Equality, Diversity and Inclusion policy
    173 KB
  • Report to Members 2023
    211 KB
  • Report to Members 2022
    1 MB
  • Report to Members 2021
    1021 KB
  • Report to Members 2020
    401 KB
  • Request for electronic communications
    313 KB
  • Trust Deed and Rules
    1 MB
  • Website guide
    2 MB
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