Advised product literature


This is the product literature for customers who received financial advice when transferring their pension savings to the Flexible Pension Plan.

Flexible Pension Plan Literature - advised

Flexible Pension Plan customer guide 

An introduction to the benefits and risks of the Flexible Pension Plan.

Investment Fund Guide

Information about the investment funds available through the Flexible Pension Plan.

Key Features Document

The key features of the Flexible Pension Plan.

Charges Sheet

Details of the charges that apply to the Flexible Pension Plan.

Flexible Pension Plan taxation at a glance

A guide to tax on income payments.

Benefit request form

Please complete this form if you wish to take a tax-free lump sum, regular or one-off income or change the amount or frequency of income payments you are already receiving from your plan.

Uncrystallised Funds Pension Lump Sum (UFPLS) request form

Please complete this form if you wish to take an Uncrystallised Funds Pension Lump Sum (UFPLS).

Unit linked principles and practices for customers

A guide explaining how we currently manage our unit-linked funds.

Technical Unit linked principles and practices

A technical document providing details of the Principles and Practices that we apply in the operation and management of our unit-linked funds.

 

The value of investments, and income from them, can go down as well as up. You could therefore get back less than you transfer in to the plan.

The information on this website is designed to provide information about the Flexible Pension Plan, but does not provide advice. If you are not sure whether the Flexible Pension Plan is suitable for you, we recommend you get advice from a financial intermediary (who may charge for their services).