Changing your investments

It's important to review your investment options regularly to ensure that they remain right for your circumstances.

As you approach retirement, your attitude to risk might change or you may need to switch where you are invested to help you reach your goals, like having enough saved for retirement.

You can find out about the different investment options in the Plan on the following pages:

• LifePath
• Self Select
• Fund factsheets

You can also read the Plan’s Statement of Investment Principles, as agreed by the Trustee, here.

What does it cost?

There is no cost to switch your investment options as long as you don't make more than four changes between 1 April and 31 March each year.

If you need further information, please contact the administration team on 01707 607597.