Your Pension - Your Future
Endsleigh Scheme
This section is for members of the Endsleigh Insurance Services Limited Pension Assurance Scheme, also known as EPen.
If you had ECashBuilder benefits in the Scheme, these were transferred to the Aegon Master Trust in September 2021. You now need to contact Aegon on my.pension@aegon.co.uk with any queries on your ECashBuilder benefits.
If you had ECashBuilder benefits, along with EPensionBuilder benefits in the Scheme, the Trustee has arranged a 'transfer back' facility for you. This applies to:
- funds that were transferred from ECashBuilder to the Aegon Master Trust, including investment returns
- benefits built up in the Endsleigh Flexible Retirement Plan with Aviva, following the sale of Endsleigh to APlan
This means that when you choose to take your benefits, the funds you 'transfer back' into the Scheme can be used to provide some, or all, of your tax-free cash lump sum.
You will only be able to make the transfer back to the Scheme at the point you are taking your retirement benefits from EPensionBuilder.
Contact us
If you have ECashBuilder benefits, contact Aegon by emailing my.pension@aegon.co.uk.
If you have EPensionBuilder benefits, you can find contact details on the Contact Us page.
Endsleigh Scheme members can't use the login or register facilities on this website.
Newsletters
Statement of Investment Principles (as at September 2023)
The Statement of Investment Principles (SIP) is intended to describe the general approach of the Trustee to investment matters as they impact the Scheme.
As such, the SIP may require amendment as general investment conditions change and as
the liabilities of the Scheme change over time. The latest SIP document can be found below.
The Trustee is required to produce an implementation statement that sets out how it has acted on the principles set out in the SIP. You can read the latest implementation statement below.
Chair's Statement
Before the transfer of ECashBuilder to the Aegon Master Trust, the Trustee was required to produce an annual Chair's Statement including information on the governance of ECashBuilder, investment arrangements, and costs and charges.
Report and Accounts
The annual report and financial statements for the Endsleigh Insurance Services Limited Pension and Assurance Scheme feature how the Trustee has managed the Scheme, along with any changes.
None of the information given on this website can give you legal rights or benefits that differ from those provided in the Trust Deed and Rules. In the case of uncertainty or conflict between the content on this website and the Trust Deed and Rules, the Trust Deed and Rules (as amended from time to time) will prevail.
You should consider taking independent financial advice on your options in relation to your benefits under the Scheme. Neither the Scheme Trustee (Zurich Financial Services UK Pension Trustee Limited) nor any member of the Zurich Group (i.e. Zurich Insurance Group Ltd - registered in Switzerland with number CH-020.3.023.089-6 and its direct and indirect subsidiaries) are able to provide you with financial advice or accept any liability for any decision you make with regards to your retirement options.