Fund documents
Videos
Tools
Retirement quote
Choose the date at which you’d like to retire, select your preferred cash lump sum amount, if applicable, and get a retirement quote to download as a PDF.
Transfer quote
Get a transfer quote and download it as a PDF. You will also need to get a transfer quote before you can use the partial transfer modeller (see below).
Partial transfer modeller
Find out the effect that transferring only some of your benefits will have on the annual pension amount you could receive when you retire. You will need to get a transfer quote first and choose this option for this quote in My Quote History. Please note, if you live in the Isle of Man, partial transfers are not available.
Retirement timeline
Understand how long retiring or transferring could take, and what to do by when, based on whether you’re still working for the bank, how you’d like to take your benefits and whether you have APeCs.
Other kinds of quotes
Get other kinds of quotes, like a death benefit quote, and download them as a PDF.
Leaflets and forms
APeCs investment factsheets
Policies, Funding and Investments
Responsible Ownership
Rules and Schedules to the Rules
With effect from 05/09/2022, all references to “RBSelect” contained in the following Schedules & Schedule Factsheets should be read as “NatWest Group Benefits”.
Schedule 01 – Group Section
Schedule 01A – AA Section (former Active Members of the RBS AA Pension Scheme immediately prior to 31 March 2012)
Schedule 01B – Retiring Age 65
Schedule 01C – AA Section (former Deferred and Pensioner Members of RBS AA Pension Scheme at 30 March 2012)
Schedule 02 – Members joined The National Westminster Bank Pension Fund between 1 April 1999 and 31 December 2001
Schedule 03 – Members joined The National Westminster Bank Pension Fund at 31 March 1999
Schedule 04 – Former Members of First and Second Schedules to Rules of The RBS Staff Pension Scheme
Schedule 05 – Royal Bank Members
Schedule 06 – Former Members of Coutts Staff Pension Scheme
Schedule 07 – Former Members of Lombard Pension & Life Assurance Scheme
Schedule 08 – Former Members of NatWest Markets Pension Fund
Schedule 09 – Former Members of Gartmore Pension Fund
Schedule 10 – Former Deferred Members of Centre-File Group of Companies Pension Scheme at 1 April 1997
Schedule 11 – William Deacon’s Members
Schedule 12 – National Bank Annuitants and National Bank Members
Schedule 13 – Glyn’s Members
- Schedule 13 – Glyn’s Members
Factsheet: