Investment option form

 

You may select option 1 or 2 but not both.


Option 1

I have read and understand the information about my investments options contained on the William Hill Pension website or in the member investment leaflet and wish to change my investment options as noted below.

I wish to invest in one of the following lifestyle options (please tick):

Option Pension contributions Additional Voluntary Contributions Transferred in Funds
Cash lifestyle
Annuity lifestyle
Drawdown lifestyle

Option 2

I wish to invest my:

I wish to invest in the following fund(s) (must add up to 100%):

Option Existing Pension contributions Future Pension contributions Additional Voluntary Contributions Transferred in Funds
LGIM - Sterling Liquidity
%
%
%
%
LGIM - Future World Inflation Linked Annuity Aware
%
%
%
%
LGIM - Future World Annuity Aware
%
%
%
%
LGIM - AAA-AA-A Corporate Bond All Stocks Index
%
%
%
%
LGIM – Property
%
%
%
%
LGIM – Diversified
%
%
%
%
LGIM - Global Equity Market Weights 30:70 Index Fund - 75% GBP Currency Hedged
%
%
%
%
LGIM - UK Equity (5% capped) Passive
%
%
%
%
LGIM - Overseas Equity Consensus Index
%
%
%
%
LGIM - World Emerging Markets Equity Index
%
%
%
%
Total
%
%
%
%

Data protection (you must sign below)

Your personal data is kept secure and only used for purposes relating to the William Hill Pension Plan. Information may be disclosed for those purposes to the company, the Trustee’s advisers, the administrators of the Plan or insurance companies. Mobile phone numbers and email addresses may be used should we need to contact you in relation to your membership or future communications regarding the Plan.

I hereby consent to the processing of personal data for the purposes of the administration of the Plan (the Plan is administered by Capita Employee Benefits, on behalf of the Trustee).

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