Change my fund details

Check what funds I currently invest in
Not sure where your money's invested? Go to the 'My Valuations' section where you can check where your money's held and what percentage of your payment goes to each fund.

Check current fund prices
You'll want to know if the funds you're invested in are giving you the return you want. You can view the current prices of all the funds available for your plan, as well as information on the performance of each fund and the assets it's invested in. The fund prices are updated before 8am each day.

Switch funds

Monitoring your funds? Think you could get a better return elsewhere or unhappy with your fund performance? You can change your funds online. Of course, before doing so we would always recommend speaking to a Financial Adviser.

employeezone has a secure form that lets you switch funds. Once you've read and accepted the Terms and Conditions that confirm when the switch will be made, you can then select what you want to change – either your existing funds, future payments or both.

You can choose the new funds you want or move into a Lifestyle Profile. A Lifestyle Profile is a ready-made investment option which is managed on your behalf. Lifestyle profiles are an option that automatically change the funds you are invested in depending on the length of time until your selected retirement date. As you get closer to retirement, they move the emphasis away from growth funds to funds that prepare your pension investments for your pension benefits at your selected retirement date. For more information on our Lifestyle Profiles view our fund fact sheets or speak to a Financial Adviser.

You decide how much of your existing investment you want to switch; where you'd like your future payments invested and which funds you want to change to. To see how each fund has performed, simply select the fund name which will show you the fund profile and recent performance. Remember that past performance is not a reliable guide to future performance.

Tick the box for the fund, or funds, you want to change to and enter how much of your existing investment you want to put into your new fund. Your total investments should still add up to 100%.

employeezone will ask you to check your changes over. You can go back at any stage to make further changes. Once you're happy with your selection, continue and submit. We'll write to you to confirm when the changes have been made.