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Our complete list of tools and resources is available here.
Our complete list of tools and resources is available here.
Please select your Plan from the options below to access previous communications, or read updates in the News & updates section.
Bank of America UK Retirement Plan
Merrill Lynch (UK) Defined Contribution Plan
Fleet
Bank of America UK Pension Plan
News & updates
NationsBank

Bank of America UK Retirement Plan

Bank of America UK Retirement Plan

Update 2017

Update 2017

Discover how to keep on top of your Plan investments.


  • BoAML Update
  • BOA RP Actives – bank employees
  • BOA RP Actives – MBNA employees
  • BOA RP Deferred

Summer Updates

BoAML Summer Update 2016

Discover how you can take control of your future and how attractive the Plan is.


  • BOA RP Actives
  • BOA RP Deferred

BoAML Plan Summary Funding Update – June 2017

Get up to date with the financial position of the Final Salary Section of the BoAML Plan.

Download

MND elections

MND election 2015

Find out more about the BoAML and MLDC Pension Plan Member Nominated Director (MND) election process and the candidates.


  • MND information
  • MND candidate profiles
  • MND election form

Autumn Updates

Autumn Update 2018

Discover how you can prepare for the new age of retirement.


  • BOA RP Update
  • BOA RP Active
  • BOA RP Active Final Salary Link
  • BOA RP Deferred

Funding update – September 2018

Read more about the financial position of the Defined Benefit (DB) Section of the Plan in the 2018 Funding update.


  • BOA RP Active
  • BOA RP Deferred
  • BOA RP Pensioner

Autumn Update 2015

Catch up on the latest Plan and pensions news in the Autumn Update 2015.


  • Employee members
  • Deferred members
  • Pensioner members

Autumn Update 2014


  • Employee members
  • Pensioner members
  • Deferred members
  • With defined contributions (DC) benefits
  • With defined benefit (DB) benefits

Spring Updates

Spring Update 2018


  • BOA RP Active
  • BOA RP Deferred
  • BOA RP Pensioner

Spring Update 2015


  • Employee members
  • Deferred members

Spring Update 2014


  • Employee members
  • Deferred members

Spring Update 2013


  • Employee members
  • Deferred members

Investment change Update 2013

Investment change Update 2013


  • Former BoA members
  • Former ML members

Financial Updates

Financial Update 2016

Download

Financial Update 2014

Download

Financial Update 2013

Download

Governance

BoAML Plan Value for Members Statement

Find out how the Plan delivers good value for members.

Download
News & updates
Bank of America UK Retirement Plan
Bank of America UK Pension Plan
Merrill Lynch (UK) Defined Contribution Plan
Fleet
NationsBank

Bank of America UK Pension Plan

Bank of America UK Pension Plan

Update 2017

Update 2017

Discover how to keep on top of your Plan investments.


  • BoA Update
  • BOA PP Active
  • BOA PP Deferred

Autumn Updates

Autumn Update 2018

Discover how you can prepare for the new age of retirement.


  • BoA Update
  • BOA PP Active
  • BOA PP Deferred

Funding update – September 2018

Read more about the financial position of the Defined Benefit (DB) Section of the Plan in the 2018 Funding update.


  • BOA PP Active
  • BOA PP Deferred
  • BOA PP Pensioner

Update 2016

Discover how you can take control of your future and how attractive the Plan is.


  • BOA PP Actives
  • BOA PP Deferred

Autumn Update 2015

Catch up on the latest Plan and pensions news in the Autumn Update 2015.


  • Employee members
  • Deferred members

Autumn Update 2014


  • Employee members
  • Pensioner members
  • Deferred members
  • BOA PP DC
  • BOA PP DB

Spring Updates

MND election – spring 2018

Take your chance to get involved by reading about the BoA, Fleet and NationsBank Plan Member Nominated Director (MND) election process and completing the form.


  • MND election information
  • MND election form

Spring Update 2018


  • BOA PP Active
  • BOA PP Deferred
  • BOA PP Pensioner

Spring Update 2015


  • Employee members
  • Deferred members

Spring Update 2014


  • Employee members
  • Deferred members

Spring Update 2013


  • Employee members
  • Deferred members

Financial Updates

BoA Pension Plan Summer Update 2015

Read more about the financial position of the Defined Benefit (DB) Section of the BoA Plan in the 2015 Summer Update. You can also view the previous Updates from 2012 and 2013.


  • 2015
  • 2013
  • 2012

Financial Update 2013

Download

Annual Actuarial Report 2017

Download

Spring Update 2015 – Investments

BoA Pension Plan Investment Update 2015

Find out about changes to the BoA Plan investment options.


  • BOA PP Actives
  • BOA PP Deferreds

Summary Funding Update - 2016

BoA Summary Funding Update – August 2016

Read more about the financial position of the Defined Benefit (DB) Section of the BoA Plan in the 2016 Summary Funding Update.


  • BOA PP Actives and Deferreds
  • BOA PP Pensioners

Governance

BoA Plan Governance Statement

This governance statement outlines how the Trustees of the BoA Plan aim to meet the relevant code of practice governance requirements.

Download

BoA Plan Value for Money Statement

The BoA Plan Value for Money Statement outlines how the Trustees aim to provide value for money for its membership.

Download
News & updates
Bank of America UK Retirement Plan
Bank of America UK Pension Plan
Merrill Lynch (UK) Defined Contribution Plan
Fleet
NationsBank

Merrill Lynch (UK) Defined Contribution Plan

Merrill Lynch (UK) Defined Contribution Plan

Autumn Updates

Autumn Update 2015

Catch up on the latest Plan and pensions news in the Autumn Update 2015.


  • Employee members
  • Deferred members

Autumn Update 2014


  • Employee members
  • Deferred members

Spring Updates

Spring Update 2015


  • Employee members
  • Deferred members

Spring Update 2014


  • Employee members
  • Deferred members

Spring Update 2013


  • Employee members
  • Deferred members

Financial Updates

Financial Update 2017

Find out about the Plan’s finances over the year to 31 December 2017.

Download
News & updates
Bank of America UK Retirement Plan
Bank of America UK Pension Plan
Merrill Lynch (UK) Defined Contribution Plan
Fleet
NationsBank

News & updates

News & updates

2015

BoAML Pension Plan wins best investment strategy award!

The Bank of America Merrill Lynch UK Pension Plan was awarded the “Best DC investment strategy” at the Professional Pensions ‘Pension Scheme of the Year Awards 2015’. Click here to read more.

Pensions and tax

Find out more about the Government’s changes to UK tax-efficient savings limits.

More about the Annual Allowance

Watch and listen

2016

Finalist at the Pensions Age Awards 2016

The Bank of America Merrill Lynch UK Pension Plan was a finalist for the DC Pension Scheme of the Year and Best Investment Strategy Award at the Pensions Age Awards 2016. The Pensions Age Awards recognise pension schemes and pension providers across the UK for their outstanding contributions to the pensions industry.

Pensions and tax

Find out more about the Government’s changes to UK tax-efficient savings limits.

More about the Lifetime Allowance

More about the Annual Allowance

Watch and listen

News & updates
Bank of America UK Retirement Plan
Bank of America UK Pension Plan
Merrill Lynch (UK) Defined Contribution Plan
Fleet
NationsBank

Fleet

Fleet

Summary Funding Statement Updates

Summary Funding Statement Updates

See past updates on the financial position of the Final Salary Section of the Plan.


  • 2016
  • 2015
  • 2010

Autumn Updates

Autumn Update 2018

Discover how you can prepare for the new age of retirement.


  • Fleet Update
  • Fleet Deferred

Funding update – September 2018

Read more about the financial position of the Defined Benefit (DB) Section of the Plan in the 2018 Funding update.


  • Fleet Deferred
  • Fleet Pensioner

Financial Updates

Annual Actuarial Report 2017

Download
News & updates
Bank of America UK Retirement Plan
Bank of America UK Pension Plan
Merrill Lynch (UK) Defined Contribution Plan
Fleet
NationsBank

NationsBank

NationsBank

Autumn Updates

Funding update – September 2018

Read more about the financial position of the Defined Benefit (DB) Section of the Plan in the 2018 Funding update.


  • NationsBank Deferred
  • NationsBank Pensioner

Financial Updates

Annual Actuarial Report 2016

Download

Formal Actuarial Valuation 2014

Download
News & updates
Bank of America UK Retirement Plan
Bank of America UK Pension Plan
Merrill Lynch (UK) Defined Contribution Plan
Fleet
NationsBank
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