Your pension in your pocket
Our app makes it easy to keep an eye on your pension and plan for the future.
DOCUMENT LIBRARY
Documents available
Example letters to Policyholder
Important documents
| TITLE | REFERENCE |
|---|---|
| Sample Planholder Guide - Section 1 Q&A Booklet (PDF, 347KB) | 28215 |
| Planholder Guide - Section 2 Independent Expert Conclusion & Summary of terms of the scheme (PDF, 241KB) | 28216 |
Scheme documents
| TITLE | REFERENCE |
|---|---|
| Full scheme document (PDF, 476KB) | 28217 |
| Amended SWL 2015 Scheme (PDF, 694KB) | 28218 |
| Full scheme document with Legal Stamp (PDF, 374KB) | 28219 |
Reports
| TITLE | REFERENCE |
|---|---|
| Full report from the Independent Expert (PDF, 1.7MB) | 28220 |
| Transferor Chief Actuary Report (PDF, 11.9MB) | 28221 |
| Transferor With-Profits Actuary's report (PDF, 13.3MB) | 28222 |
| Transferor Chief Actuary Supplementary Report (PDF, 7.4MB) | 32343 |
| Transferor With-Profits Actuary’s Supplementary Report (PDF, 5.9MB) | 32344 |
| Supplementary report of the Independent Expert (PDF, 783KB) | 28223 |
| Summary - Supplementary report of the Independent Expert (PDF, 425KB) | 28224 |
Legal notices
| TITLE | REFERENCE |
|---|---|
| Legal Notice - application to the High Court (PDF, 167KB) | 28225 |
Example letters to Policyholder
| TITLE | REFERENCE |
|---|---|
| Sample policyholder letter (PDF, 185KB) | 28226 |
| Summary report of the Independent Expert - Section 3 (PDF, 417KB) | 28227 |