INVESTMENT CHOICES FORM
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1 INVESTMENT CHOICES FM F MEMBERS OF THE LLOYDS TSB ASSET FINANCE DIVISION PENSION SCHEME (the Scheme) Use this form if you wish to: Change your investment choices Commence paying Additional Contributions (ACs) Change the amount of ACs you pay Opt back into the Scheme Before completing this form, please read Investment Choices for your tomorrow. Complete the form in BLOCK CAPITALS and in black ink. Once you have completed the sections relevant to you and signed and dated this form, please return it to the Scheme administrator: Equiniti Pensions Administration PO Box 2712 Bristol BS1 9WD Telephone: pensionsadminenquiries@equiniti.com If you have any questions or require this document in large print, Braille or audio format, please contact the Scheme administrator.
2 SECTION A YOUR PERSONAL DETAILS Title (e.g. Mr, Mrs, Dr): Forename(s): Telephone number: address: Surname: Payroll ID*: * This is a mandatory field. For help finding this ID, please refer to your payslip. SECTION B CONFIRM YOUR CHANGES Complete this section to confirm the changes you wish to make: I wish to: Change my existing investment choices Start paying ACs and continue to invest my existing funds as previously selected Start paying ACs and change my existing investment choices Change the amount of future ACs I pay and continue to invest my existing funds as previously selected Change the amount of future ACs I pay and change my existing investment choices Opt back into the plan SECTION C YOUR I authorise the Company to deduct contributions from my salary. I wish to pay: * (please specify) of my pensionable salary * Your contributions will be classed as Additional Contributions. The first 2 of Additional Contributions made by you will be matched by your employer if you are under age 40 or the first 3 if you are age 40 or more.
3 SECTION D YOUR INVESTMENT APPROACH You can choose from two investment approaches: LifePlan PersonalChoice Further information on each of the investment approaches can be found in Investment Choices for your tomorrow. You can invest all contributions using one approach, or invest each contribution type (company and additional) differently. Please choose one investment approach for each contribution type. FUTURE : INVESTMENT APPROACHES LIFEPLAN PERSONALCHOICE (if applicable) Your investment choices will only be applied to your future contributions. If you wish them to be applied to your existing funds, please complete the table below. EXISTING FUNDS: If you do not tell us your investment choices for your future contributions, a specific version of LifePlan chosen by the Trustees will automatically apply to you, but the Trustees are not suggesting this is the most appropriate choice for you. Your existing funds will remain invested according to your previous wishes. The specific version LifePlan is shown below: LIFEPLAN GROWTH FUND: YOUR JOURNEY EXTRA TARGET RETIREMENT AGE: 60 LIFEPLAN APPROACHING RETIREMENT FUND: YOUR DESTINATION SWITCHING PERIOD: 10 YEARS INVESTMENT APPROACHES LIFEPLAN PERSONALCHOICE (if applicable) TAX-FREE CASH SUM: YES DESTINATION CASH If you have chosen: LifePlan only complete Sections E and G. PersonalChoice only complete Sections F and G. Both LifePlan and PersonalChoice complete Sections E, F and G.
4 SECTION E LIFEPLAN Only complete this section if you have chosen the LifePlan investment approach (in Section D) for any of your contribution types. Complete the five steps below to set up your own LifePlan strategy. You can change your choices at any time. 1 CHOOSE YOUR LIFEPLAN GROWTH FUND(S) Please choose one fund for each contribution type that you selected for LifePlan (in Section D). You can invest each contribution type in the same fund. LIFEPLAN GROWTH FUNDS ExTRA GLOBAL journey 2 CHOOSE YOUR TARGET RETIREMENT AGE Your target retirement age can be any age between 55 and 75. My target retirement age is 3 CHOOSE YOUR LIFEPLAN APPROACHING RETIREMENT FUND(S) Please choose one fund for each contribution type that you selected for LifePlan (in Section D). You can invest each contribution type in the same fund. 4 CHOOSE YOUR SWITCHING PERIOD Only tick one box. 5 years LIFEPLAN APPROACHING RETIREMENT FUNDS Level Income Drawdown* 5 10 years 15 years CHOOSE WHETHER YOU INTEND TO TAKE TAX-FREE CASH AT RETIREMENT Only tick one box. Yes No * Refer to the glossary in Investment Choices for your tomorrow for further information.
5 SECTION F PERSONALCHOICE Only complete this section if you have chosen the PersonalChoice investment approach (in Section D) for any of your contribution types. Fill in how much of your account you want to invest in each fund. You do not have to fill in each box; the PersonalChoice fund range is there for you to select the funds you specifically want to use. Your investment choices for each contribution type must add up to 100. All percentages must be whole numbers. INVESTMENT FUNDS ExTRA GROwTH FuNDS GLOBAL journey Level Income DESTINATION CASH APPROACHING RETIREMENT FuNDS uk EquITY FuND NTH AMERICA EquITY FuND CONTINENTAL EuROPE EquITY FuND japan EquITY FuND FuNDS ASIA PACIFIC EquITY FuND Excluding japan EMERGING MARKETS FuND PROPERTY FuND CPATE BOND FuND TOTAL: SECTION G YOUR AUTHISATION By signing and dating this form you are requesting that your contribution and investment choices are carried out in line with your instructions, and agreeing that those contributions are deducted from your pensionable salary. You are consenting to your personal details being obtained, held and processed for the purpose of administering your Scheme. If you have selected the LifePlan approach, you understand the Trustees are not recommending any specific approach to you. If any part of this form is completed incorrectly or is incomplete, the Trustees reserve the right to treat your form as if it were not completed; and the specific version of LifePlan chosen by the Trustees will apply to you. Signed: Date: DD / MM / YYYY Please return your completed form to Equiniti at the address provided on the front page.
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