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 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. Existingfund(s) Proportion tobe switched (%) Newfund(s) Existing fund #1—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #1 New fund #1—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #2—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #2 New fund #2—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #3—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #3 New fund #3—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #4—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #4 New fund #4—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #5—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #5 New fund #5—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #6—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #6 New fund #6—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #7—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #7 New fund #7—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #8—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #8 New fund #8—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #9—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #9 New fund #9—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Existing fund #10—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund Proportion to be switched (%) #10 New fund #10—Please choose an option—Blended global equity fundBlackRock UK equity index fundBlackRock world (ex-UK) equity index fundColumbia Threadneedle (CT) pensions property fundBlended multi-asset fundBlended index linked gilt fundBlackRock over 15 years corporate bond index fundBlackRock over 15 years gilt index fundBlackRock sterling liquidity fundBlackRock short duration credit fundDrawdown lifecycleAnnuity lifecycleCash lifecycleColumbia Threadneedle (CT) responsible global equity fundHSBC Islamic global equity index fund 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 Columbia Threadneedle (CT) pensions property fund Blended multi-asset 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 HSBC Islamic global equity index 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/ - 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. I confirm I understand that the data I provide will be used as outlined in the data protection statement.
