YOUR WORKPLACE SAVINGS
EE Pension Scheme
YOUR RETIREMENT JOURNEY
The experts at the Pensions and Lifetime Savings Association have published a set of retirement living standard to help you picture your retirement and what it might cost. They are pitched at three levels, (minimum, moderate and comfortable) based on a basket of goods and services, from food and drink to holidays.
RETIREMENT BASICS
Tools & Calculators to help plan your future
Learn about the different ways you can take money from your pension
Please check the specific options within your plan by calling our Retirements team. Some of these options may need you to be no longer employed, or to transfer out of the plan to access them.
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BT Retirement Advice Arrangement (PDF, 179KB) FAQs on BT’s Retirement Advice Arrangement. This content is provided by BT and is not endorsed or promoted by Scottish Widows. Annual Report 2022 (PDF, 4MB) Trustee Report and Financial Statements for year ending 31 December 2022. Expression of wish form (PDF, 71KB) This form allows you to nominate who you wish your pension benefits to go to upon your death. Transaction Costs (PDF, 93KB) A breakdown of transaction costs and charges for the funds available within the scheme. Illustrative Examples (PDF, 163KB) Illustrative examples for the costs and charges applicable to the Scheme using a set of assumptions representative of the membership and funds available. Costs and Charges Information This contains information relating to the costs and charges applicable to the scheme in the form of the Chair’s Statement, illustrative examples and transaction costs data. Please note that this information will be published once available. Statement of investment principles (PDF, 628KB) This contains information in relation to the statement of investment principles (SIP) provided by the scheme trustees. Internal Dispute Resolution Procedure This document summarises the procedure which you should follow if you wish to make a complaint. We may have provided links to documents and other information supplied by third parties (including your employer or scheme trustees, and their advisers), who are solely responsible for their content and accuracy. All statements, views and opinions contained in these documents and other information are those of the third parties, not Scottish Widows.
| Pension Tax (PDF, 1MB) | This guide gives information on how your plan is affected by current tax legislation. |
| Data Privacy Notice (PDF, 130KB) | This notice provides information on the Trustees requirement and use of your data. |
| Introduction to investing (PDF, 1MB) | This booklet explains the different types of investment choices available to you and how they work. |
| Member Guide (PDF, 3MB) | This guide should answer most of the questions you might have about your plan. |
We may have provided links to documents and other information supplied by third parties (including your employer or scheme trustees, and their advisers), who are solely responsible for their content and accuracy. All statements, views and opinions contained in these documents and other information are those of the third parties, not Scottish Widows.