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Could you make a difference to the future of your Scheme?

We are selecting a new Member Nominated Director to join the Board. You must be an active or pensioner member to apply.

Reasons to apply

Being a member of the Board is an important role with a significant time commitment, but it is fulfilling, engaging and rewarding. You don’t need to be a pensions expert – we’ll make sure you get the training and support you need – but you do need to be interested in pensions and in developing yourself personally and professionally.

  • Represent the views of your colleagues and former colleagues in Trustee Board discussions and decisions
  • Gain Board and Committee level experience
  • Develop your pensions knowledge and skills
  • Develop your professional knowledge and skills
  • Work with a new network of colleagues and advisers
  • Put ‘Real help for real lives’ into action
  • Bring fresh views and perspectives to the way the Board operates.

How to apply

Download, complete and sign a Nomination and Declaration form, and post it to the address on the form.

Before you apply, you may want to read more about the role. You can find the following documents on the Library page:

  • The formal announcement of the vacancy
  • A summary of the role
  • Trustee Duties, Powers and Responsibilities
  • The Nomination and Selection Process
  • Nomination and Declaration Form
View MND documents


We’re here to help

If you’d prefer hard copies of any of these documents, or would like an informal chat about the role or nomination process, you can email Caroline Cheetham on ccheetham@ybs.co.uk or write to Reward Team, People Division, Yorkshire Building Society, Yorkshire House, Yorkshire Drive, Bradford, BD5 8LJ.

Are you scam smart?

Make sure you’re clued up on what to look out for when it comes to pension scams. Take the Financial Conduct Authority’s pension scams quiz and see if you could spot a scam!

Take the quiz

An update on Guaranteed Minimum Pension (GMP)

Find out more about what a GMP is, the steps we’re taking to equalise any GMP-related Scheme benefits, and whether any of the changes may affect you.

Read more

Looking for a document?

Access important documents such as the expression of wish form or the Annual Report and Accounts in the document library.

Go to library

Case studies

The importance of advice when thinking about transferring out – Kate’s story

Kate has just turned 53 and has worked for the Society since she was 17. She’d recently been speaking to her sister, Laura, about retirement plans when Laura told her about how she’d recently transferred out of her workplace pension scheme so she could access more retirement options. After getting advice and transferring out, Laura now has a greater range of choice when it comes to how she can take her benefits at retirement.

Although Kate wasn’t quite sure how she wanted to take her benefits at retirement, more options sounded like a great idea to her, so she decided to look into transferring her benefits too. She even remembered receiving an email about pension transfer offers earlier in the year and decided to look into the offers further. Thankfully, she remembered to contact a financial adviser before making any big decisions...

After reading about them in her last YBS newsletter, Kate decided to contact Wren Sterling, the independent financial adviser (IFA) appointed by the Scheme’s Trustee. Once she’d paid for a consultation and had the chance to discuss her options, Kate went away feeling informed and glad she’d taken the time to get professional advice.

Unlike her sister Laura, Kate had a DB pension and, after getting advice and considering all the options that would be available to her if she were to transfer out, she decided that staying in her DB scheme with YBS was far more beneficial to her.

Although transferring out might have been the right decision for Laura, Kate realised it wouldn’t have been right for her and was glad she had taken advice – especially when she learned that transferring out was an irreversible decision! During her consultation with her financial adviser, Kate also brought up the pension transfer offer emails she’d received earlier in the year and was shocked to learn they could have been part of a scam.

Kate was grateful she’d taken financial advice and she also made a mental note to read up on pension scams too!

Are you thinking about transferring out of the Scheme? Before making any big decisions, make sure to obtain financial advice (this will often be a legal obligation when transferring out) and be aware of pension scams. For help finding an IFA, visit the Unbiased or VouchedFor websites.

Approaching retirement and tracing lost pensions – Dave’s story

Dave is 60 and only five years away from retiring. Over the years he’s made sure to keep an eye on his YBS pension to make sure he’ll have enough for the retirement he wants – he’s excited to go travelling with his wife, and perhaps finally take on a classic car renovation project!

Recently though, he remembered another workplace pension scheme he’d been a part of when he was younger and working elsewhere. Though he’d been planning on taking a small portion of his YBS pension as cash and the rest as an income for life, when he received the letter from YBS asking him how he’d like to take his pension, he thought it’d be best to try and track down his previous pension savings before making any decisions...

After a quick web search, Dave found the Government’s pension tracing service and through them managed to track down the pension savings he’d had with his previous employer. Though he hadn’t saved much with them, it was still more than he expected and was enough to make him reconsider his previous retirement plans. Now that he’d found his pension from his old employer, Dave decided to take less of his YBS pension as cash and use his previous pension arrangement as a supplement. This way, he’d have more regular pension from YBS each year and he’d still have enough of a cash lump sum to book a holiday and get himself the classic car he’d always wanted to renovate!

Do you know how you’d like to take your pension at retirement? Find out more about your options – and don’t forget to take all your pension savings into account when making your retirement plans!