Switch your investments

Fill in this form to instruct a switch of existing investment holdings or to tell us which funds you would like new contributions to be invested. You can either choose the specific funds you wish to invest in or a Lifestyle profile. For details of the full range of funds and Lifestyle profiles available please see your scheme’s membership booklet, which is available on request.

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Please see your membership booklet/fund booklet for details of:

• the charges for switching between funds, and
• the maximum number of switches allowed each year; and
• the maximum number of funds that you can invest in at any one time.

Switch and redirection instructions will normally be processed within two working days of being received and accepted. If the form is not completed to our satisfaction we will only accept your request once we have received either clarification, or the additional information that we need. When the switch takes place your funds will be out of the market while the switch is processed. Stock markets could rise or fall between the sale and purchase impacting the value of your investment. This could work in your favour or against you.

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