Plan information
Plan Handbook (opens in new window)
For a reminder of how the Plan works and full details of your retirement options, read the Plan Handbook.
New Joiner Guide (opens in new window)
If you are a new member of the Bank of America UK Retirement Plan, read the New Joiner guide to get the most out of the Plan.
Intern Handbook (opens in new window)
If you are an Intern, read this Plan Handbook for details of how the Plan works.
Plan Top 10 (opens in new window)
Take control – here are 10 things you need to know and do in the Plan.
TCFD Summary (opens in new window)
Provides you with an overview of the Trustee's approach to understanding and managing climate-related risks and opportunities and what this could mean for your retirement savings.
Forms
Transfer-in (opens in new window)
Fill out a Transfer-in form if you wish to transfer in savings from a previous employer or personal pension scheme.
Opt-out (opens in new window)
Complete this form if you wish to opt out of the Plan.
Tools and services
Budget Planner
Use this planner on the MoneyHelper website to help you see how much you may need in retirement by looking at your current budget.
Retirement case studies
Read case studies about typical members' choices, and the reasons they made them.
State Pension Age (opens in new window)
Know what your State Pension Age will be.
State Pension forecast (opens in new window)
Find out how much State Pension you could get, when you can get it and how to increase it, if you can.
Pension Tracing Service (opens in new window)
Trace any pensions you have lost contact with.
Pension scams (opens in new window)
Be alert to how pension scams work, how to avoid them and what to do if you suspect a scam.
Pension Wise (opens in new window)
Access the Government’s pension guidance service, available from MoneyHelper.
MoneyHelper (opens in new window)
Find out more about general financial planning and how to find a financial adviser.
Statutory information
Chair’s statement (opens in new window)
Read about the Plan’s investment principles, default fund, cost and charges.
Schedule of Contributions (opens in new window)
See how much money is being paid into the Plan, together with the Plan Actuary's certificate which confirms that the Schedule meets current requirements.
Statement of Funding Principles (opens in new window)
Learn about how the Trustee invests Plan funds, including the assets of the Plan.
Statement of Investment Principles (opens in new window)
Find out more about the investment objectives of the Plans and the strategy set to meet them.
Report & Accounts (opens in new window)
Find out about the Plan’s finances over the year end 31 December 2022.
Formal Actuarial Valuation (opens in new window)
Update yourself on the latest funding position of the Plan.
Annual Actuarial Report (opens in new window)
Find out about the results of the latest annual funding review.
Funding Update (opens in new window)
Read about the funding position of the Plan's Defined Benefit Section.
Privacy Notices (opens in new window)
Understand how the Trustee holds and processes personal data about Plan members and beneficiaries in compliance with relevant data protection legislation.
Implementation statement (opens in new window)
Find out how the Statement of Investment Principles have been followed this year.
TCFD Report (opens in new window)
The Task Force on Climate-Related Financial Disclosures (TCFD) Report sets out the actions the Trustee has taken to understand the potential impact of climate change on the Plan.