I want to change the funds my policy is invested in

It’s important to review the funds your policy is invested in regularly. This will help you make sure that your policy is invested in funds which reflect the level of risk you are prepared to take as you progress through your policy lifecycle. This is even more important if you have a pension and you are approaching retirement.

We’ll remind you about the option to switch or change your investment fund in our regular policy updates.

The prices we’ll use to carry out your fund switch request will depend on when we receive your written instructions, and will be based on unit prices on the following working day after we receive your request.

If we receive your request by post or email before 5 pm on a normal working day, then we’ll treat it as being received on that day and will switch your fund using prices on the next working day.

If your request is received after 5 pm or on a day which isn’t a normal working day, then we’ll treat it as being received on the next working day, and will then apply unit prices on the next following working day when we switch your fund.

If you request a fund switch by email, then you’ll also need to return the form in the post so that we can complete our processes (even though the fund switch will already have been carried out).

Please select the relevant option below:

The easiest way to change your investment funds is to call us or download our fund switch form

45Z167 - Switch Form

Individual and International Policyholders

Call Us

0330 159 1530 or +44 1296 386242 if calling from overseas

Monday to Friday 9am to 5pm (not including bank holidays)

Group Pensions UK and International

Call Us

0330 159 1531 or +44 1296 5225

Monday to Friday 9am to 5pm (not including bank holidays)

Address

Utmost Life and Pensions
Walton Street
Aylesbury
Bucks
HP21 7QW

The easiest way to change your investment funds is to download our fund switch form

Download our Fund Switch form Fund switching form.pdf

Life Insurance

Call Us

01892 773396

Monday to Friday (not including bank holidays) 9 am to 5 pm

Email Us

Email our Life Administration team

Pensions

Call Us

01892 773280

Monday to Friday (not including bank holidays) 9 am to 5 pm

Email Us

Email our Pensions Administration team

Address

Utmost Life and Pensions
Utmost House
6 Vale Avenue
Tunbridge Wells
Kent
TN1 1RG

Download our Fund Switch form Fund switching form.pdf