Switch of Investment Form

PGL Pension Scheme – DC Section
Switch of Investments Form
To the Trustee of the PGL Pension Scheme – DC Section
Section A: Your details
Title:
Mr / Mrs / Miss / Ms / Other
Surname:
Forenames:
Date of Birth:
……./……../……...
NI Number:
ID Number:
Section B: Investment of Contributions
Tick one box to indicate your chosen option.
Option 1
I am comfortable with the lifestyling strategy but wish to elect a different Target
Retirement Age.
Target Retirement Age ______________
Option 2
I wish to opt out of the lifestyling strategy and make alternative investment choices,
as detailed below.
I understand that my accumulated account will be left invested in the current funds
unless I elect otherwise.
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Section C: Switch Investments
Accumulated Fund
I wish to switch my accumulated fund as follows with effect from the next available
processing date.
You may choose to invest your pension contributions into just one fund or any combination of the funds
below (please note that the total must add up to 100%).
You should consider taking independent financial advice before making a choice about how the
contributions paid into the Scheme for you will be invested:
Fund Name
%
PGL Active Global Equity
PGL Passive UK Equity
PGL Passive Overseas Equity
PGL Diversified Growth
PGL Ethical
PGL Property
PGL Pre-Retirement
PGL UK Index-Linked Gilt
PGL UK Cash
100%
Redirect future contributions
I wish my future contributions to be invested as follows with effect from the next
available processing date.
You may choose to invest your pension contributions into just one fund or any combination of the funds
below (please note that the total must add up to 100%).
You should consider taking independent financial advice before making a choice about how the
contributions paid into the Scheme for you will be invested:
Fund Name
%
PGL Active Global Equity
PGL Passive UK Equity
PGL Passive Overseas Equity
PGL Diversified Growth
PGL Ethical
PGL Property
PGL Pre-Retirement
PGL UK Index-Linked Gilt
PGL UK Cash
100%
Date:
Signed:
Please return completed form to PGL Pension Scheme Administrators, Aon Hewitt Scanning
Department, PO Box 196, Huddersfield, HD8 1EG.
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