How do I switch between funds?
The quickest way to tell us you want to switch some or all of your money to a different fund is to fill in our ‘fund switch’ form and post it to us. To keep your identity safe, we can’t accept requests to switch funds by email.
Alternatively, you can send us your form by fax. To protect your identity, we’ll also need you to send us the original form with your signature at the bottom. We’ll start updating our records as soon as we receive your fax, but you’ll need to post the original form within a week.
Before you decide to switch to a different fund, we’d recommend you read our one-page Q&A – it’ll help you think about whether switching might be right for you, including what funds you can switch into and whether you’ll need to pay any fees. Get in touch with us to find out which funds are available to you.
You might also want to speak to a financial adviser. You can find one at www.unbiased.co.uk. They will probably charge you for their time.
To keep you safe from identity theft and fraud, we might need to do a few quick checks when you get in touch about your policy. This helps us make sure we’re talking to you, and not someone pretending to be you. Find out more about what we’re doing to keep your identity safe.