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    1. Who is this for?

      This form is for members of the Money Purchase 2003 (MP03) Section and Auto Enrolment (AE) Section who wish to change how their fund is invested.

      When you submit the form, it will be sent to Aviva to be actioned. You will receive an email confirming the submission shortly after you submit the form.

    2. Your details

      * Denotes required fields

      Your name

      Address

      Look up address

      Date of birth*

      Other information

    3. What would you like to do?

      Please complete one or both of the relevant tabs below.

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

      Fund switch 1

      Fund switch 2

      Fund switch 3

      Fund switch 4

      Fund switch 5

      Fund switch 6

      Fund switch 7

      Fund switch 8

      Fund switch 9

      Fund switch 10

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

      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

      Select an investment option

      You must complete one of the options in either "Existing Funds" or "Redirection of future contributions" before you can continue.

      The fund allocations in "Redirection of future contributions" must total up to exactly 100%.

      The percentage to switch in "Existing Funds" cannot be no more than 100%.

      Please check you have entered values correctly in "Existing Funds".

      Please check you have entered values correctly in "Redirection of future contributions".

    4. Your declaration

      Please tick the boxes below to confirm that you understand and acknowledge the statements.

      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.

      Date: 29-03-2024

    Thank you

    You will receive a confirmation email shortly.

    Your form will be processed by Aviva. Please contact them directly if you have any queries.

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