All the literature you need relating to trusts including deeds, forms and key features.
Documents and forms
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.
|Deed of Assignment (PDF)
This draft deed may be used where a life policy is being assigned.
|Flexible trust form (PDF)
This is a specimen trust designed for use to hold the lump sum death benefits payable under certain plan types.
Important information to help trustees decide whether our Retirement Solutions Company Pension Plan is right for members.
Important information to help trustees decide whether our Retirement Solutions Company Pension Plan is right for members who are automatically enrolled.
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