Information Library
The following information leaflets are available for indivduals in the defined contribution (DC) section:
The following leaflets will provide additional information to members of the Hybrid section:
- Hybrid section booklet (PDF 838 KB opens in a new window)
- Defined contribution top up summary (PDF 212 KB opens in new window)
- Rule of 85 (PDF 80 KB opens in new window)
- Redundancy (PDF 75 KB opens in new window)
- Ill health (PDF 73 KB opens in new window)
- Future contributions (PDF 115 KB opens in new window)
- Death in service (PDF 82 KB opens in new window)
- UUPS Expression of Wish form (PDF 116 KB opens in a new window)
- UUPS Privacy notice
- Target Plan Leaflet to model DB and DC benefits (PDF 1078 KB opens in a new window)
- Retirement options (PDF 188 KB opens in new window)
The following information leaflets are available for indivduals in the ESPS section:
- Expression of wish form - ESPS (PDF 140 KB opens in new window)
- ESPS Booklet 2019 (PDF 1,013 KB opens in a new window)
- Annual Allowance leaflet (PDF 481 KB opens in a new window)
- Privacy notice
- Redundancy leaflet (PDF 314 KB opens in a new window)
- ESPS transfer out FAQ (PDF 315 KB opens in a new window)
Additional information available about United Utilities pension schemes:
- Additional Voluntary Contributions - AVCs (PDF 583 KB opens in new window)
- Investment choices leaflet (PDF 267 KB opens in new window)
- Annual Allowance leaflet (PDF 268 KB opens in a new window)
- Expression of wish form - ESPS (PDF 140 KB opens in new window)
- Pensions contribution calculator
- Part time factsheet (PDF 147 KB opens in a new window)
- Lifetime allowance leaflet (PDF 189 KB opens in a new window)
- DC investments and charges (PDF 584 KB opens in a new window)
- Transfers FAQ Leaflet (PDF 234 KB opens in a new window)
- June 2019 UPS DB/Hybrid Newsletter (PDF 2,220 KB opens in a new window)
- June 2019 ESPS Newsletter (PDF 1,390 KB opens in a new window)
- June 2019 DC Newsletter (PDF 1,510 KB opens in a new window)
- December 2019 UUPS DC Newsletter (PDF 1,405 KB opens in a new window)
- December 2019 UUPS DB Newsletter (PDF 1,463 KB opens in a new window)
- December 2019 ESPS Newsletter (PDF 1,099 KB opens in a new window)
- June 2020 UUPS DC Newsletter (PDF 1,200 KB opens in a new window)
- June 2020 UUPS DB/Hybrid Newsletter (PDF 3,000 KB opens in a new window)
- June 2020 ESPS Newsletter (PDF 1,900 KB opens in a new window)
- Autumn 2020 ESPS Newsletter (PDF 181 KB opens in a new window)
- Winter 2021 DC Newsletter (PDF 231 KB opens in a new window)
- Winter 2021 DB Newsletter (PDF 190 KB opens in a new window)
- UUPS – Statement of Investment Principles (SIP) (PDF 394 KB opens in a new window)
- UUPS defined contribution (DC) Governance statement (PDF 280 KB opens in a new window)
- UUPS - Implementation statement (PDF 260 KB opens in a new window)
- ESPS – Statement of Investment Principles (PDF 281 KB opens in a new window)
- ESPS - Engagement statement (PDF 131 KB opens in a new window)
- RPI consultation – Trustee response (PDF 64 KB opens in a new window)