AUTHORISATION FORM Request to Join the Scheme

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AUTHORISATION FORM Request to Join the Scheme

OPT IN FORM Request to join the (insert name of company pension plan)

Please return this (add details of where employees should return the form to) form to:

This is my request and authority to join the (insert name of company pension plan) with Standard Life. 1 I authorise my employer and/or their agents to arrange for me to join the above plan.

2 Your investment choices Your employer has chosen a low involvement investment option which they believe is suitable for most people in the pension plan. The low involvement option your employer has chosen is;

(insert name of default fund)

Unless you make another choice, this is where your money will be invested when you join the pension plan.

If you want to make your own investment choices you can find details about the options available to you on your company pension website or ‘Your Pension Investment Choices’ booklet. Just detail your choices below including what percentage of your pension payments you want to allocate to each investment option. I’d like my payments to go into the investment options specified below : Investment option(s) % of payments invested

Notes  The total % of payments invested must add up to 100%  The maximum number of choices is 12  If you choose a lifestyle profile option, you can’t combine this with any other choice  If you have any questions about choosing investment options you should speak to your Financial Adviser or Standard Life Adviser. Contact details can be found in the information they provided about your pension plan.

PAK23 3 Your payments You need to decide how much you want to pay into the company pension plan. Your employer has set a minimum payment amount which is shown below. You can stick to this but you should consider whether paying the minimum will get you the lifestyle you want when you retire. You pay X% Your employer pays X% Total paid into your plan X% Full details of the payment levels your employer has set and the tax benefits you get on the payments you make can be found either on your company pension website or in the information you received about your pension plan. a) I’d like to make the minimum monthly payment to the company pension plan of X% of my salary Or b) I’d like to make a monthly payment of _____% of my salary to the company pension

Signed Full Name Date

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