Please see below steps on how a member can complete a Fund Switch in their MyPension365 member portal.
1 – Member logs into the platform, then selects the “Investments” tab from the dashboard
2 – Select the “Change your investments” button
3 – To change the Investment funds click “Do it yourself”
4 – Choose the Funds by using the + toggle button or typing in the percentage you want to allocate to a specific Fund ensuring the total equals 100% highlighted at the bottom of the page, you will need to use the – toggle button to reduce the percentage on the fund you wish to move out of, then click Save
5 – If you wish to allocate your current and future investments to the same newly chosen funds, click Move all my investments then Continue to step 6 and Confirm.
If you wish to allocate your current and future Investments to different funds, then firstly allocate the funds per the above process for your existing Investments, then once you have received a confirmation email that the switch has completed, repeat the process again but this time in step 4 choose the funds you wish the future investments to go to, click Save then Don't move my investments and Continue.
6 – Confirm your choice by reading through and ticking the box to Confirm you understand each statement and want to continue , then click Update Investments
7 – Final screen confirms the request has been made.
Please note:
Switch requests received by us before 5pm on a day we’re open for business will be processed using the unit price calculated based on close of market prices that day.
Fund switches will receive the next business day unit prices if other transactions are processing on the day the switch instruction is submitted.
Switches completed on a non-working day will receive the price date of the next available working day.
The switch itself will typically take three full working days to process (including the day of the switch instruction). A notification email will issue to the member once complete with a letter available in the Employee portal confirming the full details.
