Documents and Forms

SSF Guide for Staff joining after April 2007 - updated 2023

The latest Scheme Booklet contains full details of the current benefits in the Scheme built up from April 2007. You can view and download the latest version by clicking on the download link below.

Download
Salary Exchange FAQs - April 2024

This document contains frequently asked questions (FAQs) relating to salary exchange and the answers to these questions. It also includes some example calculations to show how using salary exchange for your pension contributions can increase your take-home pay.

Download
Guide to Additional Voluntary Contributions (AVCs) - September 2023

This document explains what Additional Voluntary Contributions (AVCs) are and how they work, including how they are invested, and the options available for AVCs at retirement.

Download
USDAW Summary Funding Statement 31.12.2022

The statement gives an overview of the investments held by the Scheme and a summary of the key items in the latest report and accounts. It also contains information about the running of the Scheme.

Download
Statement of Investment Principles January 2024

The Statement of Investment Principles sets out how the Trustees will invest the Scheme's assets. This covers such points as the types of assets that the Scheme will invest in and the Trustees' attitude to risk and to socially responsible and ethical investment. It also covers the investment options that will be made available to members who want to pay AVCs.

Download
Implementation Statement 2023

The Implementation Statement provides an assessment of how, and the extent to which, the voting and engagement policies described in the Statement of Investment Principles September 2020 were followed over the year 2023. It also includes the voting record of the Scheme's investment managers and provides information on the significant votes made in respect of the Trustees' equity holdings.

Download
Privacy Statement

This notice explains how the Trustees of the Scheme use and protect the personal information held about members and other beneficiaries of the Scheme.

Download
Expression of Wish Form

The Scheme will continue to provide benefits in the event of your death. To help the Trustees decide who should receive these benefits you should fill in the Expression of Wish Form below.

Download
Pensions Guide

"Puzzled By Pensions?" - A guide to the UK pension system.

Download
State Pension Guide

"Puzzled By Pensions?" - A guide to understanding the UK State Pension.

Download
Limits on Pension Savings Factsheet - 2024-25

A guide to the Annual Allowance and the Lifetime Allowance for the Tax Year ending 5 April 2024.

Download
Pension Scams - What You Need To Know

Guidance produced by First Actuarial to help scheme members protect themselves against pension scams. It also includes links to other available pension scam resources.

Download
Scam Smart guide

A joint publication from the Financial Conduct Authority and The Pensions Regulator on pension scams covering: how they work, how to avoid them and what to do if you suspect a scam.

Download
Usdaw SSF - Membership Application Form

If you wish to apply for membership of the Usdaw Staff Superannuation Fund, please complete this form.

Download
Usdaw SSF - Opt Out Form

If you wish to opt out of membership in the Usdaw Staff Superannuation fund, please complete this form.

Download
Report and Accounts

The latest version of the Report and Accounts are available to members of the Scheme on request. Please Contact Us to request a copy.


Actuarial Valuation Reports

Every three years the Scheme Actuary carries out a valuation of the Scheme to determine its ability to pay members' benefits and to advise on the appropriate level of future contributions that the Union will pay. If you would like to see the latest actuarial valuation report then please Contact Us and a copy will be sent to you.


Trust Deed & Rules

The formal document that governs the operation of the Scheme is called the Trust Deed & Rules. If you would like a copy of this then please Contact Us and a copy will be sent to you.