Trusts literature

All the literature you need relating to trusts including deeds, forms and key features.

Documents and 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

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.‚Äč

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

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