I’d like to make the following extra contribution to the DC Plan from my annual bonus:
of my annual bonus (if your annual bonus is less than the amount you insert, we'll let you know)
of my annual bonus
We’ll invest your extra contribution in the same way as your core contributions. If you’d like to invest it differently, please tick the box below and tell us whether you’d like to invest your extra contribution in the same way as any other one-off extra contributions you’ve paid (including any extra contributions you’ve made from previous annual bonuses) or differently.
I’d like to invest my extra contribution using the following approach:
A pre-packaged approach that lets you choose from a range of pre-selected investment options.
If you’ve previously made one-off extra contributions (including using your annual bonus) and are investing them through the Guided approach, all your one-off extra contributions must be invested in the same Guided approach. So, if you choose a different Guided approach in this form, your new investment instructions will apply to your existing one-off savings as well.
A pick-your-own approach that lets you choose how to invest your ITV DC savings from the funds available.
If you could use some help thinking about your choices, try our Investment Helper.
The Guided approach invests your savings in 2 phases: a Growth phase and a Synchronise phase. There are several options for each phase offers so you can choose the combination that suits you.
Choose your SYNCHRONISE phase
reflects how you may want to access your DC savings
for those who want to take their DC savings as one cash lump sum
for those who want to take their DC savings as several cash lump sums
for those who want to start accessing their DC savings flexibly as soon as they retire
for those who want to access their DC savings flexibly but not straightaway
for those who want to use their savings to buy an annuity
Choose your GROWTH phase
determines how your DC savings are invested when your priority is to grow your savings
invests 100% in shares
invests in a broad range of investments such as shares and bonds
invests in the Focused option and then switches to the Diversified option
You’ve chosen to invest your one-off extra contributions through the Guided [name] [name] option.
Insert the percentage(s) in whole numbers by each of your chosen funds:
Your total must add up to 100%
Total
Choose any age (to be used for your target retirement date) between your 57th and 75th birthdays (55th and 75th until 2028)
Your target retirement date triggers when your DC savings start to invest in less risky funds. Think of it as a countdown to accessing your savings – although you don’t have to access your savings from this age and can change it at any time.
Your target retirement date helps us know when to get in touch with you about things like your retirement pack – you don’t have to access your savings from this age and can change it at any time.
You can have one DC Plan target retirement date only, so your choice will apply to all your DC savings.
Where to find out more: Full details of the personal data the Trustees hold, how they use that information and who they share it with are set out in the Trustees’ privacy notice. The privacy notice also sets out your rights about the personal data held about you by the Trustees and who to contact if you want to exercise those rights, make a complaint or generally have any questions.
The privacy notice is updated from time to time in accordance with future developments in data protection legislation and DC Plan practice. You can see the current version of the privacy notice at www.itvdcplan.com/privacy-notice. If you’d prefer to receive a hard copy of the privacy notice, please call ITV Pensions on 01772 884 488 or email enquiries@itv-pensions.com.
You’re responsible for keeping the Trustees up to date with your personal information, including your marital status, contact and, where necessary, bank details. Without this information, there may be delays in paying benefits to you or your dependants.