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, and we’ll do our best to help you out.


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.

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.

Contact us

Do you have a question about your Baxi Pension that this site hasn’t answered? If so, just email us or call us on the number provided.