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Application Process

 

Using the Explanatory Booklet as a guide, choose which Section of the Plan you wish to join. If you are joining the Money Purchase Section, please ensure that you also read the investment information from Standard Life in order to decide how you would like your pension fund to be invested.

You may download membership forms in Adobe Acrobat® format by clicking on the relevant title shown below. If you do not have a suitable program for reading Acrobat files then you can download Adobe Acrobat® Reader® by clicking on the logo below. Alternatively, you may obtain copies of the forms from your Personnel Department.

How to apply :

Step 1.
Complete Part A of the Membership Application Form remembering to indicate
which Section of the Plan you wish to join.

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Step 2.
Complete an Expression of Wish Form. This allows you to record who you wish to be considered to receive any lump sum benefit on death. If you prefer, this may be submitted in a sealed envelope with your full name and National Insurance number written on the envelope.

Step 3.
If you have chosen to join the Money Purchase Section, please do not forget to complete and Investment Instruction Form. Remember that if you do not complete this form, the Trustee will automatically invest your payments in the “Pension Fund Investment Strategy – Balanced Profile”.

Step 4.
When you have completed the membership forms, please forward them to your personnel Department with your original Birth Certificate and if appropriate your Marriage Certificate. If you have any queries about completing the forms, please refer to your Personnel Department.

Step 5.
If you contribute to some other tax approved pension arrangement, you may need to stop paying further contributions if you join the Plan. Therefore, you should consult your pension provider or your financial adviser concerning this point.