Flexible Retirement Plan Employer Literature

Employer Information Guide - This is for employers who are thinking about joining. Last updated: 10 June 2011.
Employer Administration Guide - This is for employers with employees who are (or are eligible to become) members of the Flexible Retirement Plan. Last updated: 1 June 2011.
Investment Options - This provides an overview of the investment options. Last updated: 10 June 2011.
Fund Fact Sheets - This provides an overview of the investment funds. Last updated: 26 July 2011.
Employer Application Form - This is for employers who wish to join the Flexible Retirement Plan. Last updated: 21 October 2010.
Lump Sum Death Benefits Form - This is for employers who wish to include a Lump Sum Death Benefit within the Flexible Retirement Plan. Last updated: 12 March 2009.
Growth Plan & Ethical Fund Withdrawal Form - This must be completed for members who are leaving the Growth Plan or Unitised Ethical Plan. Last updated: 28 June 2011.
Final Salary & CARE Withdrawal Form - This must be completed for members who are leaving the CARE Scheme or a Final Salary Scheme (e.g.SHPS,SCVO,SHAPS,ISPEN etc). Last updated: 28 June 2011.

Flexible Retirement Plan HR Day

Once your organisation has joined the Flexible Retirement Plan you are eligible to attend our HR Day. The day involves interactive demonstrations on enrolments and contributions, presentations on the staff induction process and practical break out clinics.

Our next HR Days will be on:

Date		Location
tbc		tbc

Some comments received from organisations who have attended the day:

"Definitely worth while. Glad to know things will be easier than before."

"The event was informative and it was useful meeting the other organisations."

"Well needed introduction to The Pensions Trust. Our organisation could do this nationally. Very well informed day, well done!"

Click here if you would like to attend or require more information click here.

For further information, please contact our helpline on 0113 394 2534 or to email us click here.

To view The Flexible Retirement Plan Employee Literature click here.