Member guides

This gives information on the benefits and options available to you when you leave office, and also gives options selected by the Trustees should you want to invest your retirement benefit in a living annuity (to provide you with a pension), and details of the new in-Fund living annuity option (Mar.2024).  Also see Forms (on the home page of the website) for retirement and withdrawal forms.

This is a guide for members who have left office but who do not yet wish to take benefits from the Fund - this expiains your rights and entitlements, and the applicable monthly fee.

This guide explains the process for taking a cash withdrawal from your Savings Pot (from September 2024 onwards), and the rules and restrictions around this process.  Please note that cash withdrawals will reduce your eventual retirement benefit, and we encourage you only to take cash withdrawals for emergency purposes.

This provides important background information for members and their families

This is the latest (June 2024) version of the Induction Guide for new members of the Fund.  It will be updated again in July/August to allow for the forthcoming "Two Pots" pensions reforms.

To claim a share of your ex-spouse's Fund benefit, after divorce.  The completed form should be sent to zzpobpen@alexforbes.com