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TPT Retirement Solutions
FAQs

How do I switch my investments? (DC Schemes)

CATEGORIES:

  • Members
  • Retirement Savings Account

We have a number of options available for investing your Defined Contribution (DC) pension with us. To find out about the different funds you can invest in, see our DC Fund Factsheets.

If you decide to move your investments between funds you can do this by logging into your Retirement Savings Account.

If you don’t have access to your Retirement Savings Account, you can make the switches by completing a Switch Instruction form and returning it to TPT Retirement Solutions.

You are entitled to two free fund switches in a 12 month period. If you wish to make more than two switches within a 12 month period, there will be an additional processing charge.

Please contact us if you need to know how much this will cost. We recommended that you review your investment choices regularly, particularly if you have chosen to invest in a self-select fund option. Please also remember that the value of investments may fall as well as rise and is not guaranteed.