Please note, the actual joiner letter (or email) members receive from us will be tailored based on their eligibility criteria, and the tax relief method their employer has chosen. For example, this sample letter is based on a member whose pension is taxed based on the gross tax basis.
This document provides an overview of last quarter’s fund performance and how we manage our members’ money.
We aim to be responsible investors of our members’ assets and believe that investment decisions should reflect environmental, social and governance (ESG) considerations. Please click on the link for more information.
This letter of authority gives People’s Partnership permission to release information about your accounts/policies to a third party, such as a relative or an adviser
A document which explains your retirement options when taking your pension savings with us – includes a jargon buster and suggests other useful documents.
All pension schemes charge members to cover the day-to-day running costs of looking after your pension pot. Watch this video to find out what we do with the charge and what you get for it.
We do all we can to help protect our members against financial crime.
An important part of this is checking your documents to confirm your identity and address. Usually we do this electronically, but sometimes that’s not possible.
Download this leaflet to help check what you need.
Use this form if you’d like to make personal payments into your pension by Direct Debit or a lump sum payment through your online banking (sometimes known as BACS).
For more information about making personal payments into your pension, visit our webpage on workplace pension contributions.
