Couple looking at laptop

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.

You can view your current fund holding and all the investment choices that are available to you by logging into our online service, Manage your Account. Rather than completing this form, you can also make changes to your current and future pension investments online at the above link.

Things to think about before moving your investments

We know there’s a lot to think about when it comes to investing your money into a pension. For more information about the basics of investing ‘Your Guide to Investing’.

  • Markets can be unpredictable, and periods of uncertainty can lead to fluctuations in the value of your savings.
  • Investment decisions are for the long term and shouldn’t be made as a reaction 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.

Important notes

  • If you submit this form before 4pm on a working day, your instruction will be valued and made 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 for changing how you invest your money.
  • To find out what terms and conditions apply when you change your investments, please see your member booklet.
  • If you choose to invest in a fund that invests in property, we might have to delay encashing the units during periods when property can’t easily be sold or valued.
  • While reviewing your investment options, you may wish to review your selected retirement age to ensure this reflects your current retirement plans. If investing in a Lifestyle Profile your selected retirement age will determine how your underlying investment holdings are allocated.

Changing your investments form

* Required

About you

This is a 10 digit number starting with a 2.

How should we contact you if we need more information?

Please confirm your preferred choice *

What investment changes do you want to make?

Please confirm by selecting one option *

Do you want to move the money that you’ve already paid in?

The instructions you give us below will be applied to all monies held in your pension pot.

Which fund(s) do you want to move money out of?

Fund 1

Would you like to add additional funds *

Fund 2

Would you like to add additional funds? *

Fund 3

Would you like to add additional funds? *

Fund 4

Would you like to add additional funds? *

Fund 5 

Would you like to add additional funds? *

Fund 6

Details of where you'd like to transfer to and the new allocation(s).

The combined total of funds you're looking to transfer into must come to 100%. 

Fund 1

Fund 2

Fund 3

Fund 4

Fund 5

Fund 6

How would you like to invest your regular monthly payments

Fund 1

Would you like to add another fund? *

Fund 2

Would you like to add another fund? *

Fund 3

Would you like to add additional funds? *

Fund 4

Would you like to add additional funds? *

Fund 5

Would you like to add additional funds? *

Fund 6

Would you like these changes to be applied to single contributions too? *

 Do you want to invest in a lifestyle profile?

As an alternative to investing individual funds, you can choose to invest in one of our ‘lifestyle profiles’ instead. Please log in to Manage Your Account to see which lifestyle profiles are available to you.

If your money is currently invested in a lifestyle profile and you make any investment changes, we’ll move all the money you’ve already paid in and your future money out of your existing lifestyle profile.

 

Percentage of your money invested = 100%

Your authorisation *