Guides and scheme documents

The following documents are available for you to download

  • Lump Sum Allowance Factsheet

    This factsheet introduces the Lump Sum Allowance, introduced by HM Revenue and Customs on 6 April 2024. The LSA sets a limit on the amount of tax-free cash you can take from pension and retirement savings schemes across your lifetime.

    Date uploaded: 14 May 2024

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  • Transfer Guide for Members

    Before transferring out of the scheme, please read our guide first. It explains the process, rules around financial advice, and gives links to sources of information that can stop you becoming a victim of Pension Scams.

    Date uploaded: 30 April 2025

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  • Pre-transfer information form

    All transferring members are required to complete this form to obtain the correct transfer discharge forms. The form will ask you to provide us with information about the advice you've received and to confirm you've been made aware of the resources available to protect you from Pension Scams.

    Date uploaded: 14 January 2022

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  • Increases to your deferred pension (RRPF section members)

    Find out how your Rolls-Royce Pension Fund section benefits are increased while deferred. You can see which section of the scheme you're a member of at the top of this page.

    Date uploaded: 12 April 2023

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  • Increases to your deferred pension (RRGPS section members)

    Find out how your Rolls-Royce Group Pension Scheme section benefits are increased while deferred. You can see which section of the scheme you're a member of at the top of this page.

    Date uploaded: 12 April 2023

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  • Increases to your deferred pension (RRECSPS section members)

    Find out how your Rolls-Royce Engine Control Systems Pension Scheme section benefits are increased while deferred. You can see which section of the scheme you're a member of at the top of this page.

    Date uploaded: 12 April 2023

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  • Divorce notes and charges

    This guide provides information for deferred members of the Rolls-Royce UK Pension Fund who have been asked for a valuation of their pension in respect of divorce proceedings. This also contains Form PS2, which must be completed and returned to the Rolls-Royce pensions team before the valuation can be provided.

    Date uploaded: 07 June 2023

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