Changing your investments
Please use this form to let us know how you’d like to change your pension investments. This can be changes to money you have already paid in, money you will pay into your pension in the future, or both.
Please log in to our online service, Manage Your Account, to check your funds and investments. Instead of this form, you can also use Manage Your Account to change your pension investments.
You can see all the funds available to you in Manage Your Account or on your scheme microsite. You can also visit our Fund Centre which has information about all available funds.
Things to think about before moving your investments
We know there is a lot to think about when it comes to investing your money in a pension. For the basics on investing, please read your guide to investing.
- Markets can be unpredictable, and periods of uncertainty can lead to fluctuations in the value of your savings.
- When making investment decisions, it is important to focus on the long term rather than reacting to market conditions.
- Frequent switching between funds can reduce the value of your savings by incurring transaction costs*.
- Before making any major decisions about your pension, take the time to get independent guidance or advice.
*Transaction costs are not additional expenses from Legal & General but market-imposed costs for the selling and purchasing of units and are an industry standard. The cost can change daily depending on a number of factors and is reflected in the unit prices used to calculate the value of your pension pot. For more information you can read our guide to transaction costs.
Important notes
- If you submit this form before 4pm, on a working day, we will value and make your instruction effective on the second working day following receipt.
- You may invest in up to 50 different funds for your plan, and there is no charge from Legal and General for changing how you invest your money.
- If you invest in a property fund, we may have to delay cashing in the units during times when the property can't be easily sold or valued.
- When reviewing your investments, please check your chosen retirement age. It should match your current retirement plans. Your selected retirement age will determine the allocation of your investments in a lifestyle profile if you choose to invest in one. Your guide to investing explains more about lifestyle profiles.