Switching investments

Instructions for active Plan members

If you are an active Plan member you will need to change your investment options through Your Total Reward. This will only change where your future contributions are invested. If you would like to change the investment of your entire retirement account then please see below.

There are two specific enrolment windows during which you are able to change your investment options for future contributions:

  1. Annual enrolment - opens each year during November only.
  2. Life event - a defined life changing event such as a promotion, moving house, getting married, having children etc.

Instructions for deferred Plan members and those wishing to change the investment of their entire retirement account.

If you are a deferred Plan member you can switch between different investment options at any time by completing a switch form. Once completed this should be returned to the Plan Administrator.

The same form can be used by active Plan members who want to change where their entire retirement account is currently invested. The 'Instructions for active Plan members' above only allows you to change where your future contributions are invested and a form must be completed to effect all other changes.

Forms can be found by clicking on the ‘Forms’ section of the left hand menu.