Investment Choice form - MMC UK Pensions
Investment Choice form - MMC UK Pensions
Investment Choice form - MMC UK Pensions
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<strong>MMC</strong> <strong>UK</strong> Pension Savings Plan<br />
<strong>Investment</strong> <strong>Choice</strong> <strong>form</strong><br />
Please complete the details below (in BLOCK CAPITALS) and return to the administrator<br />
at the following address: <strong>MMC</strong> <strong>UK</strong> Pension Savings Plan, PO Box 476, Westgate House,<br />
52 Westgate, Chichester PO19 3WZ.<br />
If you do not complete this <strong>form</strong> any contributions credited to your Individual<br />
Account will be invested in the LifeStyle Fund.<br />
Member’s full name<br />
Employee Number<br />
NI Number<br />
I wish for contributions to my Individual Account to be invested in the<br />
following proportions*:<br />
L&G (Passive) Global Equity Fixed Weights (60:40) Index Fund %<br />
Ethical Global Equity Index Fund %<br />
<strong>UK</strong> Equity Index Fund %<br />
Overseas Equity Index Fund %<br />
Over 15 Year Gilts Index Fund %<br />
Over 5 Year Index-Linked Gilts Index Fund %<br />
Cash Fund %<br />
Total 100%<br />
1<br />
* If you are splitting your investments between two or more funds, a minimum<br />
allocation of 10% applies to each of the funds chosen.<br />
OR<br />
I wish all contributions paid by me and credited on my behalf to<br />
be invested in the LifeStyle Fund (please tick if appropriate)<br />
For details, please refer to the “Choosing your investments” leaflet.<br />
Signed Date / /<br />
P.T.O.
<strong>MMC</strong> <strong>UK</strong> Pension Savings Plan<br />
Switching <strong>Investment</strong> Funds<br />
l You may change your investment decisions at any time, provided that you give at least one month’s notice.<br />
An ‘Application to switch investments’ <strong>form</strong> can be downloaded from the website. It is also available on<br />
application to the Plan Administrator.<br />
l The change will take effect from the day that the monthly contributions are invested, after the appropriate<br />
notice period. However, you will be charged an administration fee if you change your investment choice<br />
more than twice in any year (excluding any change made as part of the annual Options process).<br />
l If you wish to make a switch or enquire about the current charge please contact the administrator at the<br />
address quoted overleaf.<br />
l If you are in any doubt about your investment choices you are strongly recommended to seek independent<br />
financial advice.<br />
2<br />
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