- In section 1 enter your name and policy details
- In section 2 select the radial dial that is most relevant to you
- Section 3 is only applicable if you are increasing your pension contribution. Select option 1 if you want the money invested into the same fund(s) you already hold. Select option 2 if you want the money invested into a new fund or mix of funds. Select option 3 if you with the money to be invested into one of our portfolios.
- Section 4 is only applicable for lump sum payments where you can opt for the money to be invested all at once or phased into the fund(s) over a period of time to help reduce risk
- Let us know in section 5 how you would like to pay any additional contribution
- Make use of the comments field in section 6 to clarify and make it absolutely clear how you would like the alterations to take place.