The Creative Pension Trust

The Creative Pension Trust Investment Changes Form

Fill in this section (please complete all boxes or the form will be rejected)

Surname Payroll / Forename(s) Employee Ref Date of Birth Title NI Number Address

Email Tel No

SECTION 1

1 Freestyle I want to change from the default Lifestyle investment option to the Freestyle investment option and choose my own investment strategy for all of my pension pot with effect from: ______If you tick this box, please complete Section 2, Future Contributions in the table below.

2 AND/OR I want to change the investment split of my existing freestyle pension pot with effect from: ______If you tick this box, please complete Section 2, Existing Benefits and Future Contributions in the table below.

3 AND/OR (contributing members only) I want to change the investment split of my future contributions with effect from:______If you tick this box, please also complete Section 2, Future Contributions in the table below.

4 Lifestyle I want to change from the Freestyle investment option to the Lifestyle investment option for future contributions only with effect from: ______

5 AND/OR I want to change from the freestyle investment option to the lifestyle investment option for all existing funds and future contributions with effect from ______

SECTION 2

Fill in this section (please complete all boxes or the form will be rejected)

Fund (for Freestyle Investments) Existing Benefits (%)* Future Contributions (%)*

100% 100%

* You can choose to invest in one or more of the funds offered by the Creative Pension Trust, in multiples of 10%. Signature Date Investment Changes Form

How to proceed Please complete the relevant sections overleaf as required, sign and return the form to us by post. You can also scan the completed form and send it to us at the e-mail address below.

Please note that your pension fund and therefore the pension income and cash sum at retirement are dependent on both the contributions paid into the Master Trust and subsequent investment growth or loss. The Trustee of the Master Trust recommends that members take financial advice when making decisions regarding their pension investments.

The Trustee is not able to offer you financial advice. It is strongly recommended that you seek financial advice to assist you in your decisions.

When will the investments be changed? We will make the changes to your investment choice at the earliest opportunity after the effective date. If no effective date is given then the change will be made at the earliest opportunity after receipt.

Provided there are no outstanding investments or disinvestments affecting your unit holdings, we will advise the investment manager of your changes within 3 working days of receiving the completed form. It will then take a further 2 working days for the investment manager to place the deal in the markets.

If there are outstanding investments or disinvestments, which affect your unit holdings, we will wait until these deals have been completed and then advise the investment manager of your instructions.

Please note that the prices used will be the prices in effect on the dealing day; these prices are dependent on market conditions and may be higher or lower than current prices.

What happens next? Once we have received confirmation of the deal(s) from the investment manager, you will be sent a statement confirming your new investments and latest fund value.

If at any time you have any questions, please contact us. To assist us in tracing the case, please have the Master Trust name and your National Insurance number available.

Our Contact Details If you want to discuss your own benefits, or if you have any questions about the Master Trust or this document, please contact: The Creative Pension Trust Administration Team Tel: 0845 467 4338 HS Admin Email: [email protected] 25 Goodlass Road Master Trust Website: Liverpool www.creativepensiontrust.co.uk L24 9HJ