Literature Library

Group Retirement Planning

Please select the Group Retirement Planning product you would like to request literature about:

Institutional Investment Bond
Pensions Reform
Salary Exchange
Self Investment Option
Age Discrimination Regulations
Charges Sheet
Group AVC
Group Money Purchase
Group Personal Pensions
Group Stakeholder Pensions
Investment Proposition

Money Laundering
National Insurance Number Info
Pension Payment Cover Plan
Pensionbuilder
S32A Trustee Buyout Plan
Scheme Restructures
Small Self Administrated Scheme
Streamlined Setup
Tax Facts
Trustee Investment Bond
Generic Literature

* Not all documents are available to order. Those that have the order option greyed out are only available online.

Institutional Investment Bond

Title	Ref. no.	Audience
Funds Guide - Institutional Investment Bond Funds Guide	45361	Adviser
Institutional Investment Bond The Institutional Investment Bond Product Summary	45395	Adviser
Key features of the Institutional Investment Bond Key features of the Institutional Investment Bond	45185	Adviser

Pensions Reform

Title	Ref. no.	Audience
NEST v GPP Charge Comparison Spreadsheet	24073	Adviser
Pension Reform - what you need to know A summary of important changes leading up to 2012.	23440A	Client/Adviser
Pensions Reform Employer Information	49114	Client/Adviser
Pensions Reform Employer Staging Dates	49466	Client/Adviser
Pensions Reform Sample Approach Letter A Approach letter for use by Adviser to contact their employers	24039	Adviser
Pensions Reform Sample Approach Letter B Approach letter for use by Adviser to contact their employers	24040	Adviser
Pensions Reform Your Step by Step Guide	49155	Adviser
User Guide to the Pensions Reform Contributions Calculator	49505	Adviser

Salary Exchange

Title	Ref. no.	Audience
Adviser Guide to Salary Exchange	47786	Adviser
Employer Guide to Salary Exchange	47787	Adviser
GPP joining guide with Salary Exchange Member joining guide	47783JG	Client
Group Stakeholder joining form for salary exchange schemes Group Stakeholder joining for salary exchange schemes	47784JF	Client/Adviser
Group Stakeholder joining guide with salary exchange member joining guide	47784JG	Client
Increases in pension contributions for staff with no cost to employer or employee	23789	Client/Adviser
Joining your company pension	48249JG	Adviser
Quick guide to Salary Exchange for employees Quick guide to Salary Exchange for employees Smart Pension schemes	49024	Adviser
Quick guide to Salary Exchange for employees with extra help Quick guide to Salary Exchange for employees with employer reinvestment - Smart Pension schemes	49182	Adviser
Quick guide to salary exchange for employees (no employer re-investment) Quick guide to salary exchange for employees	47906A	Client
Quick guide to salary exchange for employees (with employer re-investment) Quick guide to salary exchange for employees	47906B	Client
Salary Exchange Q&A Salary Exchange Q&A	23805	Adviser
Salary Exchange Road Map	23806	Client/Adviser
Smart Pension Scheme What is a Smart Pension Scheme	49032	Adviser
User Guide to Salary Exchange Tool	48351	Client/Adviser
What is salary exchange?	23788	Client/Adviser

Self Investment Option

Title	Ref. no.	Audience
Corporate Pensions Administration Guide A guide to ensure the set-up and ongoing administration of corporate pensions schemes is smooth. Now including instructions on making single payments into the Self Investment Option.	22207A	Adviser
Retirement Account Regular Payment Investment Instruction into Fund Supermarket	48586	Adviser
Self Investment Option Adviser Overview This Adviser overview introduces how our Self Investment Option works with Scottish Widows Group Pension Plans.	47233b	Adviser
Self Investment Option Member Overview This Member overview introduces the concept of Self Investment and explains how it works with a Scottish Widows company pension.	47233	Client/Adviser

Age Discrimination Regulations

Doc. Type	Title	Ref. no.	Audience	Order
	New Age Discrimination Regulations booklet Booklet outlining some of the key regulatory changes brought in at October 2006.	45734	Adviser

Charges Sheet

Doc. Type	Title	Ref. no.	Audience	Order
	Member Fund Choice & Charges Sheet - Group Personal Pension Example GPP charges sheet based on 1% AMC	47122A	Client/Adviser
	Member Fund Choice & Charges Sheet - Group Personal Pension Sample charges sheet for GPP based on 1.5% AMC and 1% SMD	47122B	Client/Adviser

Group AVC

Title	Ref. no.	Audience
Group AVC Application Form	15694	Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Key Features of the Group Avc The key Features of the Group Avc contract	15693	Client/Adviser

Group Money Purchase

Title	Ref. no.	Audience
CIMP Employer Application Form CIMP Employer Application Form	15689GPT	Adviser
CIMP Employer Guide	15684	Client/Adviser
GMP Application form Group Money Purchase Application Form	15688	Client/Adviser
Group Money Purchase Key Features To describe the key features of the Group Money Purchase Scheme	15687	Client/Adviser
Group Money Purchase Member's Booklet Group Money Purchase Member Booklet 15685	15685	Client/Adviser
Group Money Purchase Policy Provisions PB2000 - Pre 6 April 2006 Group Money Purchase Policy Provisions PB2000 - Pre 6 April 2006	15501	Client/Adviser
Group Money Purchase sample members spreadsheet sample spreadsheet for new members	21882	Client/Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser

Group Personal Pensions

Title	Ref. no.	Audience
GPP Employer Application GPP Employer application	15655	Adviser
GPP Employer Declaration Form Employer form for setting up a new GPP Scheme	22617	Client/Adviser
GPP Example Illustration Example Illustration for the Group Personal Pension - to be read in conjunction with the Joiner's Guide	45770EI	Client/Adviser
GPP Joining Form Stand alone Joining Form form for GPP	45770JF	Adviser
GPP Joining Form - Version with All Options Allows investment using Pension Investment Approaches, Fund Choice(s) or Bespoke Strategy	46303JF	Adviser
GPP Joining Guide Core Guide for Group Personal Pension	45770JG	Adviser
GPP Joining Guide - Scheme Member Discount 47320JG	47320JG	Adviser
GPP joining guide with Salary Exchange Member joining guide	47783JG	Client
GPP Key Features 46284 GPP Key Features 46284	46284KF	Adviser
GPP Key Features Document Key Features for the Scottish Widows Group Personal Pension	45770KF	Client/Adviser
GPP Member Application Member Application	15656	Adviser
GPP Pension Investment Approaches Guide Pensions Investment Approach Guide for GPP.	45770IG	Client/Adviser
GPP Transfer Application	42099	Client/Adviser
Group Personal Pension Transfer Application (Shortened Version) This is a shortened version of the transfer application form for transfers into Scottish Widows Group Personal Pension	43054	Client
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Joining Form for salary exchange	47783JF	Adviser
Pension Funds - Investor's Guide	16540	Client/Adviser
Personal Pension Plan Policy Provisions PP (2007) policy provisions	42199PRE	Client/Adviser
Quick guide to salary exchange for employees (no employer re-investment) Quick guide to salary exchange for employees	47906A	Client
Quick guide to salary exchange for employees (with employer re-investment) Quick guide to salary exchange for employees	47906B	Client
Special Provision for GPP - Scheme Member Discount 46784	46784	Adviser

Group Stakeholder Pensions

Title	Ref. no.	Audience
Employee Authorisation Form Group Stakeholder Employee Authorisation Form Group Stakeholder	22619	Client/Adviser
Employer declaration - GSHP This form needs to be signed by the employer and returned to the corporate servicing team.	22618	Client
GPP Pension Investment Approaches Guide Pensions Investment Approach Guide for GPP.	45770IG	Client/Adviser
Group Stakeholder Employee Application Employee Application for Group Stakeholder pension, post-A Day application	16613	Client
Group Stakeholder Employer Application Employer Application	16637	Adviser
Group Stakeholder joining form for salary exchange schemes Group Stakeholder joining for salary exchange schemes	47784JF	Client/Adviser
Group Stakeholder joining guide with salary exchange member joining guide	47784JG	Client
Group Stakeholder Transfer Application Group Transfer Application	45051	Adviser
GSHP Joining Form Stakeholder Joining Form	46458JF	Client/Adviser
GSHP Joining Guide New 36-page interactive A4 joining guide for Group Stakeholder which includes a list of the fund range available to GSHP. 46458JG	46458JG	Adviser
GSHP Key Features Key Features doc, suitable for DSF and IFA use.	46458KF	Client/Adviser
GSHP Supplementary Policy Provisions Stakeholder Supplementary Policy Provisions 47045	47045	Adviser
GSPP Example Illustration GSPP Example Illustration	46458EI	Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Quick guide to salary exchange for employees (no employer re-investment) Quick guide to salary exchange for employees	47906A	Client
Quick guide to salary exchange for employees (with employer re-investment) Quick guide to salary exchange for employees	47906B	Client
SHP policy provisions	16216	Client/Adviser
Stakeholder pre sale policy provisions	16216pre	Client/Adviser

Investment Proposition

Title	Ref. no.	Audience
Corporate Pensions Investment Leaflet Key information for advisers on the core Pension Investment Approaches.	45735	Adviser
Customised asset allocation application form This form should only be completed by schemes wanting to customise our core asset allocation model using funds from our range.	44974	Client/Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser

Money Laundering

Doc. Type	Title	Ref. no.	Audience	Order
	Confirmation of Verification of Identity	42313	Adviser
	Intermediary Introduction Certificate Intermediary Introduction Certificate - For UK resident private individuals.	10354	Client/Adviser

National Insurance Number Info

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Pension Payment Cover Plan

Doc. Type	Title	Ref. no.	Audience	Order
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser

Pensionbuilder

Title	Ref. no.	Audience
Company Pensionbuilder Member Guide Company Pensionbuilder Member Booklet	11265	Client/Adviser
Group Pensionbuilder (retirement benefits Section) Key Features Document Key Features	14197	Client/Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Key Features of the Company Personal Pensionbuilder Plan Important information you need to read	14199	Client/Adviser
Member Application Form Group Pensionbuilder Member Application Form Group Pensionbuilder	10424	Client/Adviser
Personal Pensionbuilder Application Personal Pensionbuilder Application 11276	11276	Client/Adviser
Transfer Application Form for Company & Personal Pensionbuilder Transfer Application Form	41521	Adviser

S32A Trustee Buyout Plan

Title	Ref. no.	Audience
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Key Features of the Trustee Buyout Plan	41983	Adviser
Policy Provisions for Buyout Plan BP-S32/S32A (2007)	42524	Client
S32a Trustees Buyout sample member schedule sample spreadsheet for new members	42144	Client/Adviser
Trustee Buyout application form Trustee Buyout application form	44297	Client
Trustee Buyout Plan - Trustee Guide A guide containing a sample letter to members that trustees can use.	41921	Adviser
Trustee Buyout Plan Guide Trustee Buyout Plan Guide	42002	Adviser

Scheme Restructures

Doc. Type	Title	Ref. no.	Audience	Order
	Corporate Pension Scheme Restructures Adviser Guide	44956	Adviser

Small Self Administrated Scheme

Title	Ref. no.	Audience
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Managing your SSAS A guide for Managing Trustees and their financial advisers on SSAS	16940	Adviser
SSAS - Guide to Investing This booklet looks at why a SSAS could suit certain companies, the investments that are allowed, the duties of the managing trustees and the services particular to the Scottish Widows Small Self-Administered Scheme.	10568	Client/Adviser
SSAS - The Facts Summary of our SSAS product including charges	15525	Client/Adviser
SSAS Employer Application Form	10569	Adviser
SSAS Member's Booklet	41959	Client/Adviser

Streamlined Setup

Title	Ref. no.	Audience
Employee Transfer Details Spreadsheet Used to capture transfer details	22599	Adviser
Employer declaration - GSHP This form needs to be signed by the employer and returned to the corporate servicing team.	22618	Client
GPP Employer Application GPP Employer application	15655	Adviser
GPP Employer Declaration Form Employer form for setting up a new GPP Scheme	22617	Client/Adviser
GPP Sample Member Spreadsheet Sample spreadsheet for adding new members	21388	Client/Adviser
GSHP member details spreadsheet sample spreadsheet for new members	21393	Client/Adviser
Guide to consultation Consultation is when the employer has a duty by law to tell their employees of the proposed changes to the scheme at least 60 days prior to these being implemented. If consultation is a requirement, this document will provide the employer with more guidance.	22837	Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
SWIFT User guide SWIFT User guide for scheme administrators and advisers	44862	Client/Adviser

Tax Facts

Doc. Type	Title	Ref. no.	Audience	Order
	Tax Facts 2010/11 Guidance about Tax facts for 2010/11.	SW56316	Client/Adviser

Trustee Investment Bond

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Generic Literature

Title	Ref. no.	Audience
Adviser Proposition Report This booklet gives advisers an overview of our Corporate Pensions Proposition.	44124	Adviser
Client Services Flyer	46389	Adviser
Corporate Pensions - Proposition Summary	49055	Client/Adviser
Corporate Pensions Administration Guide A guide to ensure the set-up and ongoing administration of corporate pensions schemes is smooth. Now including instructions on making single payments into the Self Investment Option.	22207A	Adviser
CST 1 Client Services Structure Leaflet CST1 Client Services Structure Leaflet	46389A	Adviser
Declaration of Health for Life cover under a Group Scheme Declaration of Health for Life cover under a Group Scheme	10320	Client/Adviser
Employer declaration - GSHP This form needs to be signed by the employer and returned to the corporate servicing team.	22618	Client
Employer Proposition Report This item is a booklet that is aimed at employers to give them an overview of our corporate pension proposition.	44103	Client
Enrolment Services Helping to make pensions easy to understand for scheme members	46670	Client/Adviser
GPP Adviser Commission Guide Adviser Commission Guide GPP 2000-2003 Group Money Purchase + GAVC	48302	Adviser
GPP Employer Declaration Form Employer form for setting up a new GPP Scheme	22617	Client/Adviser
GPP Pension Investment Approaches Guide Pensions Investment Approach Guide for GPP.	45770IG	Client/Adviser
GPP/GSHP Adviser Commission Guide Adviser Commission Guide GPP 2003+ GSHP Trustee Buyout Plan	48301	Adviser
How to manage your pension online This guide gives details of the online services a member has access to and how they can be used.	44048	Client/Adviser
How to manage your pension online (excluding switching) This guide gives details of the online services a member has access to and how they can be used (excluding fund switching). 44049	44049	Client/Adviser
Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
Improved flexibility on charges and commission options How you can tailor our charges to meet your clients needs	46562	Adviser
Nomination form - Personal Pension & Stakeholder PP & Stakeholder Nomination form	12260	Adviser
Pension Trust Form Trust form that can be used for Section 32, Retirement Annuity Contract or Assigned Policy. In all other circumstances please use form 48670.	41431	Client/Adviser
Sample Consultation Letter Sample Consultation Letter (GPP)	22872	Adviser
Sample Employee Announcement Letter (GPP & GSHP) Sample Employee Announcement Letter (GPP & GSHP)	22430	Client/Adviser
Sample Transfer Letter Sample Transfer Letter	22874	Adviser
Scottish Widows Letter of Authority Form	49033	Adviser
Your guide to Employee Engagement Material	48761	Adviser
Your tax-free lump sum at retirement Application Form	46754	Adviser

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