Want to change how your DC savings are invested? This is the form you need!
Before you get started, there’s one big thing you need to know: there are different types of savings in the DC Plan:
The DC Plan lets you mix and match. You can choose to invest all your different types of savings in the same way or differently to one another. And with some types of savings, you can invest the savings you’ve already built up differently to the savings you’ll build up in future.
If you’re not sure what type of savings you have, log on to your account and go to ‘Your investments > Fund choices’ to check.
Need some help? If you could use some help thinking about your investment choices, try our Investment Helper. Answer some simple questions and it’ll suggest some options that might suit you.
And if you need help filling in this form or have a question you want to chat through, give us a call on 01772 884488.
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