For MembersImplementation Statement DownloadEach year, from October 2020, the Trustee is required to prepare an Implementation Statement, which sets out how they have complied with the Trust’s Statement of Investment Principles during the last year.
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For MembersStatement of Investment Principles Download
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For MembersMaster Trust Assurance Report DownloadThis annual report outlines our key internal procedures and controls for governance and administration which have been independently assessed by our reporting accountant, Assure UK. It confirms that between 1 April 2020 and 31 December 2020 our procedures and controls operated in line with the standards set by the Pensions Regulator and other relevant bodies.
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For MembersValue for Members WPT Report 2019 Download
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For MembersCOVID-19 and your pension DownloadThis guide, ‘COVID-19 and your pension’ produced by UK government organisations, provides information on how your pension is protected and how you can avoid scams, as well as details of organisations which can provide advice and guidance.
For MembersTransfer In Acceptance Form DownloadIf 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 MembersChanges to Workplace Pensions leaflet DownloadTo raise awareness and help workers understand automatic enrolment we have created a Changes to Workplace Pensions leaflet.
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For MembersScheme Booklet DownloadThis 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 MembersExpression of Wish Form DownloadThe 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 address stated on the form.
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For MembersChange of Details Form DownloadIt 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 MembersContribution Change Form DownloadAdditional 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 MembersInvestment Option Form DownloadWhen 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 MembersInvestment Switch and Redirection Form DownloadYou 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 MembersMembers Annual Report DownloadThe Members Annual Report contains information about the Scheme and also provides a reminder of the key benefits and the investment options available to members.
