B&CE EasyBuild Stakeholder Pension Choosing where to invest your pension savings (with 15-year glidepath) By completing this form, you are choosing to change the investment of your existing pension savings and any future contributions. Your personal details Please fill in all the details below. Title (Mr/Mrs/Miss/Ms) Surname Forename(s) Address TownCounty Post code Email address Telephone numbers: Day Marital status EveningMobile Occupation Date of birth Please include your customer number if you can. You can usually find this at the top of any letter we have sent you. Customer no. Where I want my pension savings invested You can decide where your money is invested. You have a choice of three investment profiles, ‘cautious’, ‘balanced’ and ‘adventurous’ (each have a different level of risk) or you can choose the funds your money is invested in yourself (self-select). If your policy started on or after 1 February 2011 and you have not told us where you’d like your pension savings invested, we will have automatically invested them in the ‘balanced’ investment profile, which is our default profile. Our investment profiles gradually and automatically move your pension savings into lower-risk investments as you near retirement. This process is known as a ‘glidepath’ and it begins 15 years before your selected retirement age. The glidepath does not apply under the self-select option. All you need to do is let us know which investment profile you’d like your pension savings invested in by completing and returning this form. If you wish to use the self-select option, please do not fill in this form. Instead go to your Online Account to find out more about the funds available and to make your choice. Investment profile Cautious (with 15-year glidepath) Balanced (with 15-year glidepath) Adventurous (with 15-year glidepath) Please tick one option You can self-select and manage your own investments using your Online Account. Set up or log on at bandce.co.uk/manage-account Additional information You can always change your mind in the future and choose a different profile or, for those with more confidence in investing, self-select your funds – you can do this in your Online Account. It’s important you know that choosing a different investment profile could affect where your pension savings are invested by moving them back or forward on the glidepath and into higher or lower-risk funds. Up to two switches each year are free of charge. Your Declaration I authorise B & C E Insurance Limited to invest my EasyBuild pension savings, and any future contributions, in the investment profile I have chosen above. B & C E Insurance Limited has not provided me with any financial advice in relation to my selected investment profile. Please sign and date Signature: Date: Please return to: Freepost B&CE It’ll help to keep a copy of this completed form for your own records. We’ll write to let you know once we’ve processed your form and updated your records. B & C E Insurance Limited Manor Royal, Crawley, West Sussex, RH10 9QP. Tel 0300 2000 555 Fax 01293 586801 www.bandce.co.uk Registered in England and Wales No. 3093365. To help us improve our service, we may record your call. Provider of life assurance, pensions and accident insurance. B & C E Insurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority Ref: 177791. FO EB 0013.0816 Need another form? You can download copies from our Resource Library on our website bandce.co.uk/easybuild. Or you can call us on 0300 2000 555 and we’ll send you a form.
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