How do I switch funds?Mon May 06 15:08:14 GST 2019 Back to results
ARC and One Retirement investors
You can switch online any time by logging into your account(Opens new window)(Opens new window)(Opens new window). Once you've logged in, click on your wrapper/plan number. Then, on the left hand side of the screen under 'Transactions', click 'Switch into assets'.
Online switching is also available for most of our other products via our secure online services - you'll need to log in(Opens new window) to access this.
You can also complete the Alteration of fund choice form (PDF - 200kb)(Opens new window) if you have one of the individual or a workplace plans listed below.
Individual plans – Buyout, Group Personal Pension plan, Group Self-invested Personal Pension plan (insured element), Reflex Control (insured element), Flexible Pension Plan (insured element), Personal Pension, Retirement Control (insured element), Trustee Transfer Plan, Stakeholder and Group Stakeholder plan.
Workplace plans - Group Money Purchase, Group Additional Voluntary Contribution, Final Salary, Pooled Fund, Trustee Investment, and for the following contracts on an individual policy basis – Exsel Fund, Exsel Plus