UNILEVER UK PENSION FUND

Fund Focus online

The printed version of Fund Focus is designed to give you the news and features we believe are useful and of interest – in a pacey, easy-to-read format. However, we also know that some of you like to read more detail about some of the topics we cover.

With this in mind, look out for this badge throughout the issue:

Wherever you see it, you can find more details about that subject here.

We've gathered all the links here on one handy page to help you find the information you want quickly and easily. Just look below for the relevant article and click on the

icons for more information.

(Please bear in mind – we produce different versions of Fund Focus for each type of member. As you run your eye down the page, look at the icons on the left, which show you at a glance the links that feature in your edition – whether you're an Active, Deferred or Pensioner reader.)

This site is for you, so tell us how we can improve it and let us know what you think by leaving Feedback.

Board changes >

Trustee profiles

Alongside our three new Trustees this issue, you can read more about their colleagues on the Board here.

Facts and figures >

Formal report and accounts

The formal report contains full information about the Fund’s membership, finances and investments. You can find it in the 'Downloadable documents' area of the Fund website.

Funding level >

Summary funding statement

This link will take you directly to our latest summary funding statement – covering the last valuation (at 31 March 2016) then bringing the story up to our most recent figures at 31 March 2018.

Investing plan funds >

PlanViewer

Full details of the Investing plan fund range are on Fidelity's online 'PlanViewer' service, where you can also keep track of your investments and change your fund choices.

A look at the Investing plan >

Formal report and accounts

The 'Chair's statement', covering how we manage the Investing plan, is included in the formal report and accounts – which you can find in the 'Downloadable documents' area of the Fund website.

Pension taxes >

Tax allowance leaflets

This link takes you to our special area of the Fund website covering the HM Revenue & Customs tax allowances.

You can find detailed guidance about the allowances, including the 'Scheme Pays' option.

Change of address reminder >

Downloadable documents

The 'Downloadable documents' area of the website contains a change of address form – along with any other forms you might need when contacting us about your benefits.

Partner and dependant benefits >

Dependant pension request form

Both of these forms are available in the 'Downloadable documents' area of the Fund website

Cash sum benefit nomination form

Finding out more >

Downloadable documents:

This area of the Fund website contains all its official documents – from the formal report and accounts, to the plan guides and Investing plan fund factsheets. You can find all the forms you might need – and even browse back issues of Fund Focus.

People like U

Answer a few questions to find out how someone in a similar situation to you might make decisions about their benefits.

Modeller

The modeller can show you the effect of some of these decisions – whether changing your retirement age or extra voluntary contributions – on your pay and benefits.

Unilever's financial education website

Money matters – so make good use of our website packed with a wide range of information to help you plan your finances.

The Government's 'GOV.UK' website

Visit GOV.UK for information about any of your State benefits. You can find out your State pension age and get an estimate of the State pension you are due to receive.

The Money Advice Service

Free and impartial guidance on how to manage your money. (Please note that the site only includes general information – for advice on your personal finances, you need an independent financial adviser – see 'Unbiased' below.)

The 'Unbiased' portal

This website helps you find a qualified and authorised independent financial adviser in your area.

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