Trusts literature
All the literature you need relating to trusts including deeds, forms and key features.
Documents and forms
Trust forms
| Title | Reference | Editable PDF |
|---|---|---|
|
Deed of appointment/retirement of trustees (PDF) This draft deed may be used where an existing trustee under a settlement is retiring (or has died) and/or a new trustee is being appointed. |
UL269A | Yes |
| Deed of Assignment (PDF) This draft deed may be used where a life policy is being assigned. |
UL269K | Yes |
| Flexible trust form (PDF) This is a specimen trust designed for use to hold the lump sum death benefits payable under certain plan types. |
GGA1568 | Yes |
| Defined benefit member nominated trustees (PDF) Explains the selection and nomination process for a member nominated trustee (MNT), including the nomination forms. |
12G2 | Yes |
Other documents
| Title | Reference | Editable PDF? |
|
Company pension trustee key features (PDF) Important information to help trustees decide whether our Retirement Solutions Company Pension Plan is right for members. |
14KFI29 | Yes |
|
Company pension trustee key features - AE version (PDF) Important information to help trustees decide whether our Retirement Solutions Company Pension Plan is right for members who are automatically enrolled. |
14KFI33 | Yes |