The auto-enrolment solution for Northern Ireland

Members Resources

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    For Members Diversified Fund Factsheet Download
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    For Members Volatility Reduction Fund Factsheet Download
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    For Members Capital Protection Fund Factsheet Download
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    For Members Annuity Protection Fund Factsheet Download
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    For Members Growth Fund Factsheet Download
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    For Members Transfer In Acceptance Form Download If you’ve worked for several employers it is likely that you have built up several pension pots. You may be able to transfer your existing pots into your Workers Pension Trust account.
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    For Members Changes to Workplace Pensions leaflet Download To raise awareness and help workers understand automatic enrolment we have created a Changes to Workplace Pensions leaflet.
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    For Members Scheme Booklet Download This booklet will provide you with useful information about Workers Pension Trust and help you to make some important decisions about how to save for your retirement.
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    For Members Expression of Wish Form Download The Trustees will decide who should receive benefits in the event of your death, however, you should download and complete the Expression of Wish Form as this will let the Trustee know who you would like the benefits to be paid to. It is important that you keep your Expression of Wish Form up to date to let the Trustee know if your circumstances have changed. When complete, please return to the free post address stated on the form.
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    For Members Change of Details Form Download It is important that you keep us informed of any changes to your personal details. Please complete and return a Change of Details Form if your details have changed. When complete, please return to the address stated on the form.
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    For Members Contribution Change Form Download Additional Contributions allow members to make better provision for their retirement by purchasing extra pension. Members may contribute more than the minimum employee percentages required by auto-enrolment. If you are interested in paying Additional Contributions download and complete the Contribution Change Form and pass to your employer.
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    For Members Investment Option Form Download When you join the Scheme you may wish to make a decision on which investment option you would like to choose. You can confirm your choice by completing the Investment Option Form and returning it to the Scheme. If you do not choose an investment option, you will automatically be placed in the default Lifestyle Strategy which is detailed within the Scheme Booklet.
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    For Members Investment Switch and Redirection Form Download You should complete a Switch and Redirection Form if you wish to switch your existing holdings, redirect your future contributions or switch to the default Lifestyle Strategy.
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    For Members Benefit Statement – Your Guide Download As a Member of the Scheme, you will receive a pension benefit statement each year which provides information about the money received from you and your employer and how it has been invested. The Benefit Statement - Your Guide will help you understand the information that is provided in your benefit statement
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    For Members Members Annual Report Download The Members Annual Report contains information about the Scheme and also provides a reminder of the key benefits and the investment options available to members.
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    For Members The Pensions Regulator Scam Leaflet Download The Pensions Regulator's Pension Scam Leaflet includes five steps to protecting your pension.
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    For Members Chair’s Annual Statement 31 October 2018 Download This statement explains how the Trustee of Workers Pension Trust has fulfilled the statutory governance standards that apply to occupational pension schemes which provide benefits on a money purchase basis during the scheme year ended on 31st October 2018.