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General Forms and Leaflets

This area contains generic forms and literature from The Pensions Trust:

Forms

Employer Application Form - This is for employers who wish to join The Pensions Trust.

Last updated: 23 November 2006.

Nomination Form
 - This is for employees who wish to make alterations for the payment of lump sum death benefits.

Last updated: 27 June 2011.
Period of Grace Notice Form - this form is for multi-employer schemes only. It should be completed when the last active member leaves the scheme.

Booklets and Leaflets

Growth Plan Series 3 and Ethical Fund
Investment Results - Past Performance Table
- This shows the investment performance of the Growth Plan Series 3 and the Ethical Fund.

Last updated: 8 December 2011.
Complaints and Disputes Procedure - This leaflet provides information on the procedure to be followed.

Last updated: 21 November 2011.
Divorce and Pension Benefits - This leaflet provides information on dealing with pension rights on divorce.

Last updated: 24 March 2009. 
Workplace Pension Reforms - This leaflet provides information on the employer responsibilities for auto-enrolment from October 2012.
 
Last updated: 27 April 2010.
Mimecast - The Pensions Trust's Secure Email System - This document provides instructions on how to use the Trust's secure email system.

Last updated: 25 October 2011.