Hi
Tried to change my investment strategy on collective defined contribution AVC plan on Scottish Widows from lifestyle to growth on the website, it's not doing anything how do I change it please ?
Thanks
ANNOUNCEMENT : ALL OF ROYAL MAIL'S EMPLOYMENT POLICIES (AGREEMENTS) AT A GLANCE (Updated 2021)... HERE
ANNOUNCEMENT : PLEASE BE AWARE WE ARE NOT ON FACEBOOK AT ALL!
Changing investment strategy
-
NWpostie
- Posts: 3596
- Joined: 04 Aug 2007, 17:32
- Gender: Male
- Location: Sector 001 Borg Collective, 6 o f 9
Changing investment strategy
Six of Nine loves Seven of Nine, together in Electric Dreams.
-
RobertT
- EX ROYAL MAIL
- Posts: 6642
- Joined: 09 Sep 2007, 14:26
- Gender: Male
Re: Changing investment strategy
Is it the money4life website and the same as Bonusplan and Flexiplan? 
I had a quick look to refresh my memory....
Click on Menu and follow these links:
My retirement savings
Change my regular payments or move my investments
Select the fund/s you want to change / move
Click next
Select new fund/s
That's as far as I could go without actually changing anything, but I'm sure it's obvious what to do next.
Bear in mind it does say on the first page you come to after logging in, that instructions will be acted on the following business day.
I hope that helps. If not, it might be of use for people with older AVC's.
I had a quick look to refresh my memory....
Click on Menu and follow these links:
My retirement savings
Change my regular payments or move my investments
Select the fund/s you want to change / move
Click next
Select new fund/s
That's as far as I could go without actually changing anything, but I'm sure it's obvious what to do next.
Bear in mind it does say on the first page you come to after logging in, that instructions will be acted on the following business day.
I hope that helps. If not, it might be of use for people with older AVC's.
Links to all RM pension related websites are here
-
NWpostie
- Posts: 3596
- Joined: 04 Aug 2007, 17:32
- Gender: Male
- Location: Sector 001 Borg Collective, 6 o f 9
Re: Changing investment strategy
Tried that mate, nothing has changed.
Six of Nine loves Seven of Nine, together in Electric Dreams.
-
mrcurve
- Posts: 112
- Joined: 23 Nov 2011, 19:27
- Gender: Male
Re: Changing investment strategy
I have changed mine around quite a few times, I would expect it to show within 3 days, did you fill in the % bit, and I am fairly certain it once went into the wrong fund, a luck accident, but I now take a few snaps on my phone as a record of my changes, just in case.