Depending on the plan or investment you have, you may link it to a different fund or funds available to that plan or investment.
You may also change the fund, or funds, for your future payments and leave the units you have already bought in the fund, or funds, they are in.
Important information
- You will need to complete a Fund Switch form or give clear written instructions to do this.
- Exact details of fund switching for your plan or investment are set out in the terms and conditions.
- Before you make any decisions about fund switching, we strongly suggest you discuss the matter with your adviser.
- From 1 January 2012, increased fund switching fees will apply to some of our pension, investment bonds and life plans.
How to switch
Speak to your adviser or we can send you a Fund Switch form – just contact us to get the right form for your plan or investment.
If the plan or investment is written in trust, we may need each trustee's signature - check the provisions of your trust to see who needs to sign the form.
We’ll write and let you know when we've made the change.
Fund switch fees
From 1 January 2012 fund switch charges will be as follows:
- an increase from £25.00 to £25.68 (indexed in line with AWE) for post January 1984 pension plans with suffixes DK,DKA,DL,VA,VB,BE,BEA,BG,BH and PB
- an increase from £20.00 to £20.54 (indexed in line with AWE) for DJ Bonds and life plans with suffixes DB,DC,DD,DE,DF,DFP,DI,DJ,DM,DP and DR.
Downloads
For plans previously sold through Allied Dunbar, you can download the switching forms here:
Pensions
» Plans with the product codes BC, BD, BE, BEA, BG, BH, DK, DKA, DL, VA, VB and the Adaptable Pension Plan (PB)
» Plans with the product code of RP - sold after October 2000
Investment bonds
» Investment Bond and Portfolio Investment Bond fund switch form
