Documents
Guides
Getting Started
A quick-start guide for new joiners.
Member Booklet
Membership of the Scheme provides you with valuable benefits, which are explained in detail in this guide.
Investment Guide
A detailed guide to all your investment options in the Scheme.
Lifestyle Profiles Guide
A guide to the Lifestyle Profiles – ready-made investment strategies.
Prudential With-Profits Fund — Questions & Answers
Further information about the With-Profits Fund.
Forms
Expression of Wish Form
Let the Trustee know who should receive benefits if you die.
Transfer In Request Form
For transferring benefits from another scheme into your DC Section Personal Account.
Scheme Pays Nomination Form
This Form should be completed if you wish to use the Scheme Pays facility to pay the Annual Allowance tax charge on your behalf.
Decision Form
This form is designed for you to advise how you would like the Employer Credits and your own contributions to be invested by the Trustee on your behalf.
Investment Change Form
For changing the investment of either your existing funds and/or the future Employer Credits and personal contributions.
Opting Out of The DC Section Form
Form for opting out of paying the default 1% member contribution.
Fund factsheets
Formal documents
Keeping your personal data safe
Privacy statement explaining how your personal information is protected.
Statement of Investment Principles
Sets out the principles governing investment decisions for the DC Section.
Report & Accounts 2024
Report and Financial Statements for the year ended 5 April 2024.
Chairman's Annual Governance Statement 2023
How the Scheme complies with governance standards.
TCFD Report
How climate related risks facing the Scheme are being managed by the Trustee.
