Useful documents

Here is where you will find useful documents that relate to the Plan:

Spotlight

If you are visually impaired, you can access a read out loud version of the document by opening the file and selecting View > Read out loud > Activate read out loud.

You can also download past editions.

Winter 2023

Download

Autumn/Winter 2022

Download

Autumn/Winter 2021

Download

Autumn/Winter 2020

Download

Spring/Summer 2019

Download

Booklets and Forms

Plan booklet

For more detailed information about the Plan, download the Plan booklet
Download

Investment booklet

Read more about the different investment options and funds available to you in the latest investment booklet.
Download

Change of Investment Instructions form

If you want to change your investments, you can let us know by downloading the Change of Investment Instructions form and sending it to the address on the form
Download

Expression of Wish form

If you want to make or update a nomination for death benefits, you can do this online by logging in to your personal account here. If you prefer, you can download a form and post it to us.
Download

Benefit statement guide

Current employees of the CARE section
Download

Benefit statement guide

Current employees of the Wilton section
Download

Benefit statement guide

Former employees with Money Purchase benefits
Download

Pensions Tax booklet

Download

Trustee documents

Summary Funding Statement 2023

Download

Chair's Statement 2023

Download

Statement of Investment Principles 2023

Download

Statement of Investment Arrangements

Download

Implementation Statement

Download

TCFD Report

Download

Privacy Notice

Download

Fund factsheets

Click on the links below to download the fund factsheet for each of the funds you can invest in. Please note that the factsheets can only tell you about the fund's past performance and that a funds’ past performance is no indication of its future performance.

Alliance & Bernstein Funds

Download the latest fund factsheets by visiting

Dow Services UK Pension Plan - Fund Performance (alliancebernstein.com)

Balanced Fund

Download

Balanced Index Fund

Download

Cash Fund

Download

Global Growth Fund

Download

Global Growth UK Focus

Download

Growth Index Fund

Download

Over 15 Year UK Gilt Index Fund

Download

Corporate Bond Index Fund

Download

If you want to change the funds you’re invested in, you need to let us know. You can find our contact details by clicking here.

If you would like to find out more about your personal pension plan, you can do so by logging into your account here.

You can also download the Plan's investment booklet by clicking here.

You should bear in mind that no investment is guaranteed, and values can go down as well as up. We recommend that you speak to an Independent Financial Advisor before changing your investments. If you don’t have one already, you can find more about choosing one at www.moneyhelper.org.uk/en/pensions-and-retirement/taking-your-pension/find-a-retirement-adviser

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