Application form CHANGE OF INVESTMENT. Important information. 1 Personal information. Investment
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1 2TA0105 CHANGE OF INVESTMENT Application form This application form is for changing your investment choice. It can be used with the following existing plans: Talisman Personal Pension Plans, Executive Pension Plans, Free Standing AVC Pension Plans and Buyout Bonds Talisman Group Personal Pension Plans, Group Pension Plans and Continuation Pension Plans Talisman Retirement Options Plans Crest Growth Pension Plans Crest Growth Individual Pension Policies. Important information Please read before completing this application form. Please use BLOCK CAPITALS and black ink when completing this form. For details of all the investment choices please refer to our website at royallondon.com We recommend you take financial advice before changing your investment choice, as selecting unsuitable investments may significantly reduce the value of your pension savings. If you need any help completing this form you can contact us on (Mon Fri 8am 6pm) Your completed form should be sent to us at Royal London, Royal London House, Alderley Road, Wilmslow, Cheshire, SK9 1PF 1 Personal information This section should be completed by all applicants. Member/planholder s name Plan number Scheme number (if applicable) Investment Member/planholder s contact telephone number Member/planholder s address Page 1 of 5
2 2 New investment choice This section should be completed to tell us what your new investment choice is. You should tick one option only below and then complete the relevant part. I would like to: Invest in individual funds from the fund range Invest in a Retirement Investment Strategy Part A: Individual funds from the fund range (i) Switch existing investments Please now complete Part A only Please now complete Part B only Complete Table 1 below if you want to switch out of some of the individual funds you are currently invested in. If you want to switch out of all the funds you are currently invested in then tick this box instead. Buyout Bonds - Fund switches may be restricted. Please contact us if you need more information on this. Complete Table 2 with details of the funds that you want your investments to be switched to. Table 1: Funds to be switched from: Fund manager & fund name Percentage (%) Table 2: Funds to be switched to: Fund manager & fund name Percentage (%) Total 100% Note: A market value reduction may be applied for switches out of the with profits Fund. Page 2 of 5
3 2 New investment choice continued (ii) Future regular payments If you are making future regular payments do you want your new fund selection as shown in Part A (i) Table 2 to apply to these payments as well? Yes No Not applicable If No please complete the table below to tell us what individual funds you would like your future regular payments to be invested in. The percentage split must add up to 100%. Fund name Percentage (%) Fund name Percentage (%) Total 100% Total 100% Note: The redirection of future regular payments for Crest Growth Pension Plans will only take effect from the next renewal date. Part B: Retirement Investment Strategy Please select one of the following Retirement Investment Strategies: Balanced Retirement Investment Strategy Opportunity Retirement Investment Strategy Cautious Retirement Investment Strategy You cannot invest the income drawdown part of your Talisman Retirement Options Plan in a Retirement Investment Strategy. For Crest Growth Pension Plans and Crest Growth Individual Pension policies it is only possible to switch into a Retirement Investment Strategy on the plan/policy renewal date. Page 3 of 5
4 3 Declaration The member/planholder, trustees or financial adviser should complete this section. If the member/planholder and/or trustees are giving the authorisation for the change in the investment selection then only Part (i) below should be completed. If the financial adviser is changing the investments on behalf of the member/ planholder then only Part (ii) below should be completed. (i) Member/planholder and/or trustee authorisation I apply to change the investment choice according to the instructions given in section 2. I confirm that I have read the relevant factsheets for the investments I have chosen. I understand that additional fund management charges may apply to the investments I have selected. Member/planholder s signature Date D D M M Y Y Y Y Must be signed for all plan types except Talisman Executive Pension Plans and Crest Growth Pension Plans. and/or Trustee s signature Date D D M M Y Y Y Y Official position Must be signed for Talisman Executive Pension Plans and Crest Growth Pension Plans only. (ii) Financial adviser authorisation Financial adviser s signature Date D D M M Y Y Y Y FCA reference number Royal London agency number Contact telephone number Note: If signed by a financial adviser on behalf of the member/planholder and/or trustees, Royal London reserves the right to request a letter of instruction signed by the member/planholder and/or trustees giving details of the investments to be made. Alternatively, written authority to act upon the financial adviser s instructions can be provided by the member/planholder and/or trustees. Royal London reserves the right not to accept instructions without this authority. Please note it is the financial adviser s responsibility to ensure that instructions sent to Royal London correctly reflect the member/ planholder s and/or trustee s wishes. Page 4 of 5
5 Royal London 1 Thistle Street, Edinburgh EH2 1DG royallondon.com All literature about products that carry the Royal London brand is available in large print format on request to the Marketing Department at Royal London, 1 Thistle Street, Edinburgh EH2 1DG. All of our printed products are produced on stock which is from FSC certified forests. The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number It provides life assurance and pensions. Registered in England and Wales number Registered office: 55 Gracechurch Street, London, EC3V 0RL. Royal London Marketing Limited is authorised and regulated by the Financial Conduct Authority and introduces Royal London s customers to other insurance companies. The firm is on the Financial Services Register, registration number Registered in England and Wales number Registered office: 55 Gracechurch Street, London, EC3V 0RL. Royal London Corporate Pension Services Limited is authorised and regulated by the Financial Conduct Authority and provides pension services. The firm is on the Financial Services Register, registration number Registered in England and Wales number Registered office: 55 Gracechurch Street, London, EC3V 0RL. April TA0105/6
This form consists of 3 separate sections. Please read each section carefully.
32A28 CHANGE OF INVESTMENT Application form You or your financial adviser can alter your existing investment choice at any time on our website royallondon.com, if you/they have the required permissions.
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