Your Downloads

Looking for a guide or a form? Here, you’ll find relevant documents as well as forms to make changes to your Retirement Account. However, if you’re looking for something you think we’ve missed, please get in touch with us by emailing baxipensions@buck.com, and we’ll do our best to help you out.

Booklets and Guides

Investment Guide

Members Booklet

Assumptions for 2024 Benefit Statement

Privacy Notice

Newsletters

July 2024

March 2023

Forms

AVC Application Form

AVC Contribution Change Form

Contribution Change Form

DC Death Benefit Nomination Form

Investment Switch Form

Pension Application Form

Withdrawal Disclaimer Form

Fact Sheets

BGPS Cash Fund

BGPS Corporate Bond Fund

BGPS Diversified Growth Fund

BGPS Emerging Markets Fund

BGPS Equity Fund

BGPS Future World Fund

BGPS Gilts Fund

BGPS Global (50:50) Equity Fund

BGPS Index Linked Gilts Fund

BGPS Islamic Equity Fund

BGPS Pre Drawdown Fund

BGPS Pre-Retirement Fund

BGPS Retirement Income Fund

BGPS Sterling Hedged World Equity Fund

BGPS UK Equity Fund

BGPS World Equity Fund

BGPS Property Fund

Accounts

NPP Final Audited Annual Report & Accounts YE 31 March 2024

BGPS Final Audited Annual Report & Accounts YE 31 March 2024

Compliance Documents

BGPS Chair's Statement 2024

Implementation Statement March 2023

BGPS Statement of Investment Principles November 2023

Sustainable Investment Policy - August 2023

NPP Engagement Policy Implementation statement

Other Compliance Documents

This website is dedicated to the Defined Contribution section of the Baxi Group Pension Scheme. However, the Trustee also looks after another scheme called the Newmond Pension Plan. A few compliance documents for this scheme have to publicly available and are therefore stored in this section.

Newmond Pension Plan - Annual Report & Accounts as at 31 March 2021

Newmond Pension Plan - Annual Report & Accounts as at 31 March 2022

Newmond Pension Plan - Implementation Statement - 31 March 2022

Newmond Pension Plan - Statement of Investment Principles September 2020

Annual Report and Accounts as at 31 March 2022

Annual Report and Accounts as at 31 March 2021

Protecting your data

The Trustee collects personal information about you and uses this to calculate and pay your benefits under the Scheme and to administer the Scheme as a whole. The Trustee is required to keep this information secure and to process it in accordance with the data protection laws.

The Trustee may share your information with the Company and third parties in relation to the administration of the Scheme, including service providers and professional advisers. However, it will not be shared with third parties for marketing purposes.

If you would like to know more about how your personal information is collected and used, you can download a copy of the Trustee’s privacy notice here.