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Fund switch form

This form is applicable only to members of the Money Purchase 2003 (MP03) Section and Auto Enrolment (AE) Section.

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


    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)
    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 %

    OR

    Your declaration


    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 Her Majesty’s Revenue and 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/ - This link opens in a new browser window. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.


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