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

— AVC Application Form


Summary Funding Statements

— Summary Funding Statement 2020

— Summary Funding Statement 2021

— Summary Funding Statement 2022

— Summary Funding Statement 2023


Scheme documents

— ITF Implementation Statement 2022

— ITF Implementation Statement 2023

— ITF Member Scheme Booklet - Feb 2021

— Statement of Investment Principles - April 2022


AVC factsheets

— Annuity Aware Fund - 30.06.2024 factsheet

— Cash Fund - 30.06.2024 factsheet

— Global Equity Fixed Weight (5050) - 30.06.2024 factsheet

— Over 5 Year Index-Linked Gilts Index - 30.06.2024 factsheet


Privacy

— Privacy notice 01.07.2021


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