Documents

Some of the key ITF Retirement Benefits Scheme documents and forms are available to download below. Please contact First Actuarial using the details provided on the Contact Us area for other documents and forms.


Forms

— ITF Expression of Wish Form


Summary Funding Statements

— Summary Funding Statement 2018/2019

— Summary Funding Statement 2020


Scheme documents

— ITF Implementation Statement 2022

— ITF Member Scheme Booklet - Feb 2021

— SIP Addendum - August 2020

— Statement of Investment Principles - September 2019


AVC factsheets

— Cash Fund - 31.03.2021

— Global Equity Fixed Weight (50:50) Index Fund - 31.03.2021

— Over 5 Year Index-Linked Gilts Index Fund - 31.03.2021

— Pre-retirement Fund - 31.03.2021


Privacy

— Privacy notice 01.07.2021


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