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Changing Flexiplan Investment Fund
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Stef
- Posts: 49
- Joined: 18 Feb 2010, 21:02
- Gender: Male
- Location: GLASGOW
Changing Flexiplan Investment Fund
At the moment I am using the Lifestyle option with my AVC Flexiplan investment. Can anyone give me some advice as to how to change my choice to one of the other Funds? Is there any other way of doing this apart from filling in a Flexiplan Contributions Form and returning it to the Pension Service Centre? Can it be done on the money4life website?
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RobertT
- EX ROYAL MAIL
- Posts: 6645
- Joined: 09 Sep 2007, 14:26
- Gender: Male
Re: Changing Flexiplan Investment Fund
To be honest I've never done it online, and I'm not sure whether it's any different when you've selected the Lifestyle option, but the method seems to be:
Click on 'Menu'
Goto 'My retirement savings'
Select the funds you want to sell
Select the funds you want to buy
But the first thing you do, is your homework and make sure the investments you choose match your aims, risk profile, age, etc.
The guide to AVC's on the RMPP website will help you there. As will the fund factsheets: https://digital.feprecisionplus.com/cor ... ory=2rmp62
Click on 'Menu'
Goto 'My retirement savings'
Select the funds you want to sell
Select the funds you want to buy
But the first thing you do, is your homework and make sure the investments you choose match your aims, risk profile, age, etc.
The guide to AVC's on the RMPP website will help you there. As will the fund factsheets: https://digital.feprecisionplus.com/cor ... ory=2rmp62
Links to all RM pension related websites are here
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reedy
- Posts: 51
- Joined: 09 Sep 2007, 19:41
Re: Changing Flexiplan Investment Fund
Ive done it online several times but it takes about 3 days before the changes show up online
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Stef
- Posts: 49
- Joined: 18 Feb 2010, 21:02
- Gender: Male
- Location: GLASGOW
Re: Changing Flexiplan Investment Fund
Thanks Robert T and reedy 
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mrcurve
- Posts: 112
- Joined: 23 Nov 2011, 19:27
- Gender: Male
Re: Changing Flexiplan Investment Fund
You can use the Money4life website to move to any fund/funds you fancy, it takes a few days to complete, they got one move wrong for me, so keeping a record/screen shot of your instructions might be wise, the error worked out so well for me,I did not correct it or complain.
I have not been able to change the allocation of future payments though, it looks like you can but it does not seem to work, so unless it’s changed recently, you will need to go via Royal Mail.
I have not been able to change the allocation of future payments though, it looks like you can but it does not seem to work, so unless it’s changed recently, you will need to go via Royal Mail.
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Stef
- Posts: 49
- Joined: 18 Feb 2010, 21:02
- Gender: Male
- Location: GLASGOW
Re: Changing Flexiplan Investment Fund
Thanks mrcurve for your reply