Forms and Publications

Here you will find copies of documents relating to your pension. You can read the documents on screen or print them out – just choose the document you want below.

Some documents on this page require Adobe Reader which you can download from the Adobe website

Newsletters

• Fraud Guidance
• Fraud Guidance - Appendices
• IWMPS Newsletter 2022
• Computer Technical Support Scams
• Be aware of the approaches fraudsters can take
• Find out about your pension online - Active Members
• Find out about your pension online - Deferred Members
• Find out about your pension online - Pensioner Members

Forms

• IWMPS Formal Dispute Guidance
• DC Stronger Nudge Guidance and Notification Form
• Retirement Advise - Our Approach

Reports and Statements

• IWMPS Engagement Policy Implementation Statement 2021
• IWMPS Statement of Investment Principles 2021

Scheme Documents

• IWMPS Privacy Notice
• Pension Payment Dates 2023

Scheme Rules

• IWMPS Trust Deed and Rules 1994
• 01 1998 correct previous omission of DID cash sum
• 02 IWMPS 1999 RA1 allow PRP
• 03 2003 RA signed IWMPS pensions on divorce
• 04 2003 RA signed IWMPS PRP
• 05 2003 RA IWMPS signed Misc August 2003
• 06 2005 RA1 signed IWMPS indemnity provisions
• 07 2006 RA1 signed FA04 and Emp Debt 05
• 08 2007 RA1 Age Discrimination
• 09 2007 RA2 IWMPS Cash and AVC flex Disc ER power and FPS definition
• 10 2007 RA3 signed IWMPS Flexible Retirement provisions
• 11 2008 RA1 managing conflict IWMPS
• 12 2008 RA2 removal of member contributions limit to AVC Scheme IWMPS
• 13 2008 RA3 salary sacrifice arrangements IWMPS
• 14 2009 RA1 Withdrawal of Levelling Option IWMPS
• 15 2009 RA2 Substitution of employer IWMPS
• 16 2010 RA1 derivatives clarification IWMPS
• 17 IWMPS RA2 2010 age discrimination
• 18 IWMPS 2011 RA1 refund of surplus
• 19 IWMPS 2011 RA2 Death benefit discretion
• 20 IWMPS 2011 RA3 - UK Coal resolution only
• 21 IWMPS 2011 RA4 UKC
• 22 IWMPS 2011 RA5 UKC
• 23 IWMPS 2011 RA6 Fenton
• 24 IWMPS 2012 RA1 ITP consultation
• 25 IWMPS 2012 RA2 CPL IWMPS rule amendment
• 26 IWMPS 2012 RA3 tidy up drafting anomalies in UKCLM section
• 27 IWMPS 2012 RA4 UKCOL section exercise of S229
• 28 IWMPS 2013 RA1 S229 for UKCOL to Kellingley
• 28.1 IWMPS 2013 RA1.2 S229 for UKCOL to Thoresby
• 29 IWMPS 2013 RA2 Co-ordinator expenses payment by Scheme
• 30 IWMPS 2013 RA3 UKCOL and SRG sections to use PPF commutation factors in PPF AP
• 31 IWMPS 2013 RA4 to enable ER for members of new UKC sections whilst in EE
• 32 IWMPS 2014 RA1 Transfer AVC Scheme and DC account
• 33 IWMPS 2014 RA2 Amendment to Commutation for Triviality
• 34 IWMPS 2014 RA3 To comply with the Marriage Same Sex Couples Act 2013
• 35 IWMPS 2014 RA4 UK Coal Thoresby Section no reduction on benefits from NRA 59 clarifying amendment
• 36 IWMPS 2014 RA5 UK Coal Kellingley Section no reduction on benefits from NRA 59 clarifying amendment
• 38 IWMPS 2015 RA2 Right to PPF Commutation Factors when in Assessment Period
• 37 IWMPS 2015 RA1 Reflecting changes in law regarding DC benefits
• 39 IWMPS 2017 RA1 Additional remuneration of the chairman
• 40 IWMPS 2017 RA2 Cessation of Contracting out updates
• 41 IWMPS 2018 RA1 Closure of Scheme