My Library

My Quick Guide

QG

My Quick Guide gives an overview of the Plan to help you make the most of your membership. It’s particularly useful if you’re a new joiner, as it summarises:

  • how the Plan works;
  • what to expect when you first join;
  • information about how Company and employee contributions work; and
  • details of the benefits provided to you and your dependants by the Plan.

My Handbook

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My Handbook gives full details about all aspects about the Plan including:

  • how the Plan works;
  • the types of contributions you can make to your pension account;
  • what happens when you retire, including all the options available to you;
  • what happens if you die while in service, or after you retire; and the State Pension benefits.

My Investments

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My Investments gives you an overview of the important things to consider when investing, plus it explains:

  • the different types of investments available;
  • the types of risk;
  • your investment options.

My Default Strategy

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My Default Strategy guide explains how the Default Strategy works. It outlines:

  • the options you have within this strategy;
  • an explanation of blended funds; and
  • how the Default Strategy options align with different retirement plans.

My Fund Range

MyFR2020

My Fund Range updated quarterly, looks in detail at the performance and objectives of each of the funds available in the Plan, plus it includes:

  • information around risk;
  • guidance on how to make your investment choices on MyPension; and
  • contact details of the fund managers responsible for each of the funds available in the Plan.
Trustee roadshows

The Trustee Directors regularly meet with members across the Company at their Trustee roadshows. The aim of these events is to provide an interactive way for you to find out about the Plan, including how it works, how the Trustee is looking after your money, and why you should make the most of everything the Plan has to offer.

The Trustee Directors run a series of annual roadshows. If you missed them or if you would like to refer back to the content, you can find the materials on MyPension > Useful Information.

Chair's Statement

The annual Chair's Statement describes the Trustee Directors' work during the previous Plan year, how they have been delivering good value for members through the Plan, and ensuring that members have the potential for a good outcome for life after work. Read the Chair's Statement now. 

The latest Statement of Investment Principles can also be found here.

Read about the extent to which the Trustee met the objectives and policies set out in the Statement of Investment Principles in the Implementation Statement. The Implementation Statement also covers the Trustee's voting activity over the year.

Privacy Notice

The Trustee of the Plan hold information necessary for the management of members’ valuable Plan benefits and they have strict safeguards in place for how they collect, process and protect personal information. Read the Trustee's full Privacy Notice for details of these activities.

In addition, Life Trust privacy notices can be read at: J.P. Morgan (UK) Excepted Life Policy Trust 2023 Privacy Notice and J.P. Morgan (UK) Excepted Life Policy Trust 2017 Privacy Notice.