You can check the funds that you are able to invest in by accessing your online account through Plan Viewer. You can select to invest in any of the funds that are available in your pension plan. Details of how you want your funds to be invested once the transfer takes place, can be provided on the transfer form.
If no funds are detailed on your transfer form, your transfer amount will be invested:
- In the same way as your investment instruction on a previous pension transfer. If you’ve not transferred a pension to us before,
- In the same way as your next employer contribution. If your employer is not currently contributing to your pension,
- In the same way as your next personal contribution. If no prior future personal contributions,
- We will contact you to understand how you like your funds to be invested