* Required Field

Section 1 - Personal

Title * Select Mr Master Mrs Miss Dr Prof. Baroness Lord Viscount Dame Ms Lady First name Last name *

Contract Select Stakeholder Pension Personal Pension SIPP Policy number *

Section 2 - Changes to your pension contribution

I wish to increase my monthly contribution ..Mine/Employee .£ ... Employer .£ .. . (complete sections 3 & 5)
I wish to reduce my monthly contribution .....Mine/Employee..£ ... Employer .£ . ...(complete sections 3 & 5)
I wish to make a lump sum contribution ..... Mine/Employee..£ ... Employer .£ .... (complete sections 3, 4 & 5).
I wish to stop my monthly pension contribution until further notice ..... ...............

SIPP trustee cash account movements (only applicable to SIPPs)

Please switch £ out of the trustee cash account and invest it as follows :- (complete sections 3, 4 & 5)

Section 3 - How do you want your money invested?

Option 1 - existing funds

..I wish the money to be invested into the funds I already hold and in the same proportion.

Option 2 - select your own funds

..I wish the money to be invested and allocated into the following funds:-

Fund 1 % ...... Fund 2 %

Fund 3 % ...... Fund 4 %

Fund 5 % ...... Fund 6 %

Fund 7 % ...... Fund 8 %

Fund 9 % ...... Fund 10 %

Please ensure that the total allocation add up to 100%

Option 3 - use one of our portfolios

I wish my money to be invested into the following portfolio:

For the Premier Service (total funds from all contracts £75,000 or more) click here for help choosing the right growth portfolio for you.

Select from the drop down list Select HFS Growth Portfolio1 HFS Growth Portfolio2 HFS Growth Portfolio3 HFS Growth Portfolio4 HFS Growth Portfolio5 HFS Growth Portfolio6 HFS Growth Portfolio7 HFS Growth Portfolio8 HFS Growth Portfolio9 HFS Growth Portfolio10

For the Executive and Super Saver Services (total funds from all contracts less than £75,000) click here for help choosing the right growth portfolio for you.

Select from the drop down list Select HFS Defensive Managed HFS Cautious Managed HFS Balanced Managed HFS Active Managed

Section 4 - Options on how to invest any additional new money

I would like the money invested as follows Select All at once Phased in over 3 months Phased in over 6 months Phased in over 9 months Phased in over 12 months

Section 5 - Your preferred method of payment

I authorise you to debit my account (only applicable to members of Heritage Wealth Management)
By cheque
Increasing my existing direct debit
I authorise you to debit my SIPP Trustee Account

Section 6 - Comments

Any comments you wish to make:

Thank you for completing this Pension Amendment form. Please read the following statement and tick the check box. Please also complete the user verification number box before pressing the submit button.

By submitting this form, you are agreeing for this pension alteration to be performed on an 'Execution Only' basis and that you have read the Terms and Conditions. This is also a declaration that you have received no advice from us. Heritage will not provide a Suitability Report or Illustration that would have been provided if you had asked for advice. There will be no charge for this service. However, we do reserve the right to make a charge if the work is more complex or if the frequency of your alterations demands it. We will always inform you of our intention to charge before making any change on your behalf. *

You will receive confirmation of the change from the product provider.

Please type the following numbers into the adjacent box

Send your application