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Local Government Pension Scheme AVC

Member application Form

Your details (to be completed by the applicant)

Your Contributions

I wish to start paying regular voluntary contributions
I wish to increase my existing regular voluntary contributions
How would you like to instruct your contributions?

Please note that the start date cannot be in the past. If a previous date is entered, the update will be made from the next payroll opportunity and will not be backdated.

Please state if you are already subject to the reduced Money purchase Annual Allowance

Please give the statement you received to your local pension authority

The provider of the arrangement(s) you have flexibly accessed is required to provide a statement to you within 31 days of the date flexi-access occurred. Flexibly accessed generally means that you have taken money purchase benefits other than by purchasing an annuity from an insurance company.

Retirement age

The Selected Retirement Age entered here will be used to determine which of the Target date funds you will be invested into from outset. If no Selected Retirement Age is entered, the State Pension Age will be used.

Target Date Funds (TDF’s)

You will be invested into the plan default fund from outset, but you will have the option to change investments after your first contribution has been paid. You can do this by signing up to Manage Your Account (MYA) or by contacting Legal & General.

The default fund chosen for your scheme is the Legal & General Target Date Funds Journey Plan 4 (Cash targeting TDF's). The Target Date Funds offer you a flexible approach to investing your pension savings. They allow you to match your investment strategy to a ‘target date range’, which will normally be aligned to the date at which you currently plan to retire or access your pension savings.

Please note that the five year target range for each fund begins and ends at the start of July. This means, for example, that if your target retirement date is in 2050 you will need to consider whether the 2045-2050 Target Date Fund or the 2050-2055 Target Date Fund is more likely to fit your plans.

For more information on how the Target Date Funds work, take a look at our Guide to the Target Date Funds.

Below are the fund factsheets for the cash targeted TDF’s which are the defaults for this scheme:

Declaration

Important: Please remember that it is a serious offence to make false statements; the penalties are severe and could lead to prosecution.

I authorise the Trustees and/or their administrators (who are currently Legal & General), to invest my voluntary contributions directly into my pension pot, as per the instruction made within this application.

I confirm that:

  • In this tax year I am resident in the UK or am a Crown servant or the husband, wife or registered civil partner of a Crown servant.
  • The total gross amounts which I pay to all Registered Pension Schemes in a tax year to which I am entitled to tax relief (under Section 188 of the Finance Act 2004) will not exceed the higher of the basic amount (currently £3,600) and my Relevant UK earnings in that year.
  • The information I have given and declarations I have made in this application are, to the best of my knowledge and belief, correct and complete.

I also agree this will form the basis of my application.

  • I agree to tell you in writing if an event occurs which results in me no longer being eligible for tax relief on the amounts I pay in by 5 April in the tax year in which the event occurs or, if later, within 30 days of the event.

If I am or my employer is paying into this plan, some of the details in the application will be the basis on which tax relief will be allowed.

It is a serious offence to make false statements. The penalties are severe and could lead to prosecution.

Legal & General will check my details with fraud prevention agencies. If false or inaccurate information is provided and fraud is identified details will be passed to fraud prevention agencies. Law enforcement agencies may access and use this information. Legal & General and other organisations may also access and use this information to prevent fraud and money laundering, for example, when:

  • checking details on applications for credit and credit-related or other facilities
  • managing credit and credit-related accounts or facilities
  • recovering debt
  • checking details on proposals and claims for all types of insurance
  • checking details of job applicants and employees.

Legal & General and other organisations may access and use from other countries the information recorded by fraud prevention agencies.

I can contact Legal & General for details of the relevant fraud prevention agencies by writing to: Group Financial Crime, Brunel House, 2 Fitzalan Road, Cardiff CF24 0EB.

Use of your personal information:

Legal & General takes your privacy very seriously. We use the personal information collected via this form and any other personal information that you

provide to us (‘your information’) for the purposes of (amongst other things):

  1. providing you with our products and services and dealing with your enquiries and requests
  2. underwriting and administering your personal pension plan including processing claims
  3. carrying out market research, statistical analysis and customer profiling, and/or
  4. sending you marketing information (by post, telephone, email and SMS) about products and services of companies in the Legal & General group and of third parties whose products and services we offer to our customers.

By ticking the box below, you consent to Legal & General sending you the marketing information described in (4) above based on your marketing preferences

We will not sell your information to third parties for them to market to you. Our privacy policy sets out more detailed information on how we use your information (including, our processing activities, the lawful basis for our processing, how we transfer your information and/ or other information prescribed by data protection law). A copy of our privacy policy is available at legalandgeneral.com/privacy-policy or otherwise upon request.

Any changes to our privacy policy will be posted on this site from time to time.

Online signature

Please note that AVC deductions will commence from the beginning of the next pay period following receipt by the Avon Pension Fund of your completed application form.

Complete an 'online signature' by entering your full name and today's date in the boxes below before submitting this form.

If you have any questions about completing this form, please give us a call on (+44) 0345 070 8686. Lines are open between the hours of 8.30am and 7pm Monday to Friday and 9am to 12 midday Saturday. Call charges will vary and we may record and monitor calls. Alternatively you can email us at employerdedicatedteam@landg.com