Forms & documents
Below you can view and download useful forms and guides to help you make the most of your BOCPS pension.
Forms
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Expression of wish form (editable)
Use this to tell BOC Pension Services who you would like to receive any death benefits available to you.
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Death of an active, deferred, or pensioner member (editable)
Complete this form to notify BOC Pension Services about the death of a member.
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Notification of Change in Circumstances form (editable)
Use this to notify BOC Pension Services about any changes to your details, such as marital status, name or address.
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Membership level option form (editable)
Complete this form to change your Level within the BOCPS – this determines how much you contribute towards your pension.
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Opt-out form (editable)
Use this to opt out of the BOCPS.
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Salary Exchange opt-in form (editable)
Use this to opt in to Salary Exchange. Read more about Salary Exchange on the Scheme information page.
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Salary Exchange opt-out form (editable)
Use this to opt out of Salary Exchange. Read more about Salary Exchange on the Scheme information page.
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Retirement benefit claim form (editable)
Use this to start taking your benefits at retirement.
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Declaration of retirement benefits (editable)
When you retire, you need to provide information about your pension benefits for tax purposes. Use this form to notify BOC Pension Services of this.
Documents
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Leaving the scheme booklet
A booklet that contains information about the benefits you have built up within the Scheme.
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Your guide to the BOC Pension Scheme
A booklet about the BOCPS, containing important information such as how your pension is calculated, and your options at retirement.
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Factsheet - Leaving the Scheme
This factsheet provides an overview of the choices you have available to you as you leave the Scheme.
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Taking your benefits
A guide to taking your benefits on retirement, and what happens next.
Newsletters
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BOCPS Summary Report and Accounts 2022
The annual newsletter for members of the BOCPS, bringing you the latest scheme and pensions news, financials and more.
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SEPS Summary Report and Accounts 2022
The annual newsletter for members of the SEPS, bringing you the latest scheme and pensions news, financials and more.
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BOCPS Summary Report and Accounts 2021
The annual newsletter for members of the BOCPS, bringing you the latest scheme and pensions news, financials and more.
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BOCPS Summary Report and Accounts 2020
The annual newsletter for members of the BOCPS, bringing you the latest scheme and pensions news, financials and more.
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BOCPS valuation special
The latest valuation newsletter which tells you more about the Scheme’s financial health.
Legal and financial
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BOCPS Implementation Statement
A document which details any reviews to the Scheme’s Statement of Investment Principles (SIP), voting behaviour, and the extent to which the SIP has been followed.
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BOCPS Statement of investment principles
A document outlining the principles adopted by the Trustee for governing the management of the BOCPS' assets.
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BOCPS Statement of funding principles
A document outlining the funding principles adopted by the Trustee in relation to the Scheme valuation as at 31 March 2020.
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BOCPS Report and Accounts
The annual financial report for the BOCPS.
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Trust Deed and Rules
The rules that govern the BOCPS.
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The BOCPS Internal Dispute Resolution Procedure (IDRP)
This sets out the procedure through which the Trustee deals with complaints about matters relating to the Scheme.