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.

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.

About you

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Type of investment switch

Information and authorisation

Important information

Fund objectives: Fund objectives, risk ratings and charges of individual funds can change over time – so to check the latest information about your chosen fund(s).

Lifestyle switching: If you are currently invested in a ‘lifestyle investment programme’ and you choose to switch your units into a different investment fund(s), the lifestyle investment programme will end and all of your units will be switched to your new choice of investment fund(s). You cannot leave some of your units invested in a lifestyle investment programme.

Investment charges: Charges can vary between different investment funds, so switching into a different investment fund may result in higher charges. Please contact us for a full list of current fund charges.

Premier and the Trustees of your pension scheme take privacy very seriously.

Information use: We use the personal information from this form and any other information that you give us to: value your pension, maintain records for the purpose of payment of pensions, pension related payments, pension communication, market research and to analyse statistics.

Information sharing: We will release information disclosed on this form to other companies within the Premier Pensions Management group of companies (and any future owners), the Trustee’s professional advisers, insurance companies (where requested by the Trustees of your pension scheme or you), other service providers who hold or process your data on our behalf and third parties to whom we are required to transfer data bylaw or regulatory requirements (e.g. government and regulatory authorities).

Fraud Prevention: We will check the details provided on this form with fraud prevention agencies. If you give false or inaccurate information and we identify fraud, we will pass your details to fraud prevention agencies. Law-enforcement agencies may access and use this information. We and other organisations may also access and use this information to prevent fraud and money laundering, for example, when processing a claim to pay benefits.

You can view our Privacy Notice here:https://premieradministration.co.uk/privacy-notice/

Please contact us if you would like to view the Privacy Noticespecific to your pension scheme.

Authorisation

Thank you.

Your enquiry has been sent to Premier's administration team who will look into your question. Please note that it can take between two and ten working days to respond to enquiries. If your question is urgent, please call us on 0800 122 3200 (+44 203 727 9850 from outside the UK). Our lines are open between 9am and 5pm, Monday to Friday. Please have your membership reference to hand whenever you contact Premier as we will need this to identify your record.

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