Plan documents
This page contains important Plan governance documents and links to other useful documents held on the Scottish Widows website.
Important governance documents
| Name of document | Upload Date | File type |
|---|---|---|
| SIP September 2020 | 18 May 2022 | Download file |
| Chair's Statement March 2021 | 18 May 2022 | Download file |
| Implementation Statement March 2021 | 18 May 2022 | Download file |
Useful documents
| Name of document | Upload Date | Link to documents |
|---|---|---|
| Plan guide – general information about the Plan and its benefits | N/A | Click to link |
| Pension Tax – guide on tax relief and taxes you may pay | N/A | Click to link |
| Fund guide – investment options available in the Plan | N/A | Click to link |
| Introduction to Investing – investment choices available to you and how they work | N/A | Click to link |
| Expression of Wish form – nominate the recipient(s) of benefits payable if you die | N/A | Click to link |
| Newsletter (2020) – the latest Plan newsletter | N/A | Click to link |
| Fund information - access values, charts and factsheets | N/A | Click to link |
LRT Supplementary Pension Scheme for Senior Staff (1989)
| Name of document | Upload Date | File type |
|---|---|---|
| LRT Chairs Statement March 2021 | 18 May 2022 | Download file |
The Plan is run by Scottish Widows and
you can find more information on their website