In case you want to change the fund in which you have invested your pension money, follow the steps below:
Select the Invest tab in the app
Press Pension
Press Change Fund
Select the fund of your choice (can be full or partial)
Select the amount you want to allocate to the new fund
Press Confirm
Our wealth team will handle your request by selling the amount of your choice from the current fund and making a buy order for that amount into the new fund you have selected. The process is estimated to take around 7-10 business days.
Notes
The new fund will not appear automatically on the Splitter. If you want to invest automatically, you need to add the new fund to the Splitter once the process is completed.
If the selling process has initiated, we are not able to cancel it. You should be able to request a new reallocation of your funds once it is completed.
If you request to change funds, you won’t be able to deposit money into your Pension (SIPP) account until the process is completed. Any pending deposits to Pension will go to your Primary Pocket during this period.