My Quick Guide
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:
My Handbook
My Handbook gives full details about all aspects about the Plan including:
My Investments
My Investments gives you an overview of the important things to consider when investing, plus it explains:
My Default Strategy
My Default Strategy guide explains how the Default Strategy works. It outlines:
My Fund Range
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:
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.
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.
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.