Willis Pension Scheme

Willis Pension Scheme (DB Scheme)

Additional Voluntary Contributions - Application Form

Please complete this Form if you would like to pay Additional Voluntary Contributions and return it to Group Pensions, Friars Street, Ipswich, IP1 1TA.

A. Membership details:

Surname: / (Mr/Mrs/Miss/Ms)
Other names: / (Male/Female)
Date of birth: / Payroll number:
Normal Retirement Date: / NI number

B. Proposed investment:

Monthly contribution / £ / pm / Or / Single contribution / £

C. Selection of funds:

MINIMAL RISK FUNDS

/ Or tick here for 100%
Prudential - Cash Fund: / % / “Lifestyle” investment*
LOWER RISK FUNDS:
Prudential M&G – Long Term Bond fund: / % / * Additional Lifestyle Questions
LOWER TO MEDIUM RISK FUNDS / %
Prudential - With Profits Fund: / % / 1. Select the age at which you
Prudential M&G – All Stocks Corporate Bond fund: / % / hope to retire
MEDIUM RISK FUNDS / 2. Choose the period over which
Prudential M&G - Fixed Interest fund: / % / switching should take place ()
Prudential M&G - Index Linked fund: / %
Prudential M&G – Long-Term Gilt Passive fund: / % / Three years
Prudential M&G - Discretionary fund: / %
Prudential M&G – UK Property fund: / % / Five years
Aberdeen Life - Balanced fund: / %
MEDIUM TO HIGHER RISK FUNDS / Ten years
Prudential M&G - Long Term Growth fund: / %
Prudential M&G - International Equity fund: / % / Under “Lifestyle” investment.
Prudential M&G - Global Equity fund: / % / contributions are invested first in
Prudential M&G - Overseas Equity fund (passive): / % / the BGl - 60:40 Global Equity
BGI Aquila - 60:40 Global Equity Index fund: / % / Index fund. Automatic switching
HIGHER RISK FUNDS / starts from the beginning of the
Prudential M&G – Equity Fund: / % / chosen period before your
Prudential M&G – UK Equity fund (passive): / % / selected retirement age.
Prudential M&G – Ethical fund: / % / Automatic switches made into the
Prudential M&G – Recovery fund: / % / Deposit fund
Prudential M&G – North American Equity Passive fund: / %
Prudential M&G – Europe Equity Passive fund: / %
Prudential M&G – Japan Equity Passive fund: / %
Prudential M&G – PacificBasin (ex-Japan) Equity Passive fund: / %
BGI Aquila - UK Equity Index fund: / %
BGI Ascent – European Equity fund: / %
Total / 1 / 0 / 0 / %

I authorise Willis Group Services Limited to deduct the contributions shown on this application form from my salary and pay them to Prudential. I have read and understood the AVC guide and considered my tax position against the pension taxation thresholds.

I understand that if I have applied for Enhanced/Fixed Protection, payment of AVCs will result in the immediate loss of that protection and therefore my pension benefits could be subject to excessive tax charges if they exceed the Lifetime Allowance.

Signed: / Date:

FORM A