Additional Voluntary Contributions (AVCS) - Fund switch form

Please complete this form and press submit. The form will then go to Aviva to be actioned. You will receive a confirmation email shortly.

* Denotes a required field

Personal information

Title* - This is a required field

Surname* - This is a required field

Forename* - This is a required field

Address* - This is a required field

Postcode* - This is a required field

Date of birth* - This is a required field

National Insurance number* - This is a required field

Email address* - This is a required field

Fund alteration

Existing funds
If you wish to move the balance of one fund into another fund, please complete the details below.

Existing fund(s)	Proportion to be switched (%)	New fund(s)
Existing fund #1	Proportion to be switched (%) #1	New fund #1
Existing fund #2	Proportion to be switched (%) #2	New fund #2
Existing fund #3	Proportion to be switched (%) #3	New fund #3
Existing fund #4	Proportion to be switched (%) #4	New fund #4
Existing fund #5	Proportion to be switched (%) #5	New fund #5
Existing fund #6	Proportion to be switched (%) #6	New fund #6
Existing fund #7	Proportion to be switched (%) #7	New fund #7
Existing fund #8	Proportion to be switched (%) #8	New fund #8
Existing fund #9	Proportion to be switched (%) #9	New fund #9
Existing fund #10	Proportion to be switched (%) #10	New fund #10
Add Row

If you have existing funds in the Jupiter ecology fund, please log into the Aviva membersite to make changes to your investments.

Redirection of future contributions

If you wish to change the funds or the percentage you invest for future contributions, please complete the details below.

Select your own funds
Please indicate your choice of up to ten funds (in whole percentages only) – unless you select one of the lifecycle options in which case 100% of your contributions must be invested in this option.

Fund name	Allocation %
Blended global equity fund
BlackRock UK equity index fund
BlackRock world (ex-UK) equity index fund
Threadneedle pensions property fund
Blended multi-asset fund
MFS Meridian global equity fund
Blended index linked gilt fund
BlackRock over 15 years corporate bond index fund
BlackRock over 15 years gilt index fund
BlackRock sterling liquidity fund
BlackRock short duration credit fund
Columbia Threadneedle (CT) responsible global equity fund
Total
OR
Drawdown lifecycleAnnuity lifecycleCash lifecycle

Your declaration

I instruct Aviva to make the changes requested on this form.

Today's date* - This is a required field

Data protection

The Trustee, as the controller under the applicable data protection legislation in the UK, uses certain personal information about you to (amongst other reasons) communicate with you and administer your benefits in the Plan. Your information is shared with the Plan’s administrators, other providers of services to us, and public bodies such as HM Revenue & Customs. For more detailed information on how we use and disclose your information, the protections we apply, the legal bases we rely on and your data protection rights, please see our privacy notice at www.pearson-pensions.com/privacy-notice/. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.

I confirm I understand that the data I provide will be used as outlined in the data protection statement.

The Pearson Pension Plan