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MMC UK Pension Fund ALTERNATIVE INVESTMENT SELECTION FORM As recently communicated, the investment options available to members of the MMC UK Pension Fund are changing. Please note that you are not obliged to complete this form if you are happy that the automatic changes are acceptable to you. If you would like to invest in a different fund to the planned automatic fund switch (set out on pages 4 and 5 of the notification entitled ‘Important Information: Improvements to your Investment Options’ available on the website www.pensions.uk.mmc.com), please complete this form and return it to “MMC UK Pensions, PO Box 476, Westgate House, 52 Westgate, Chichester PO19 3WZ”, or via email to [email protected], no later than 2 August 2019. Your details Member’s full name Employee number NI number Email address (for queries regarding this form only) If you decide to make an investment choice (i.e. opt for an investment mix different to what is scheduled to happen automatically), both your accrued assets and any future contributions will be invested in line with your choice. Any choices made using this form will be applied during the bulk transition between 2 August and 18 September 2019. There is no charge for making an alternative investment selection outside of the automatic changes. Please complete either Choice 1 or Choice 2; please note that Choice 2 is not applicable for the Marsh Section and Mercer Section (both legacy DB sections with Money Purchase assets) of the Fund. 1 Online: www.pensions.uk.mmc.com

MMC UK Pension Fund - ALTERNATIVE INVESTMENT SELECTION … · 2019. 6. 10. · 2 Online: . Or Choice 2: Mercer SmartPathTM Please note that the SmartPath options are not applicable

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Page 1: MMC UK Pension Fund - ALTERNATIVE INVESTMENT SELECTION … · 2019. 6. 10. · 2 Online: . Or Choice 2: Mercer SmartPathTM Please note that the SmartPath options are not applicable

MMC UK Pension Fund

ALTERNATIVE INVESTMENT SELECTION FORM

As recently communicated, the investment options available to members of the MMC UK Pension Fund are changing.

Please note that you are not obliged to complete this form if you are happy that the automatic changes are acceptable to you.

If you would like to invest in a different fund to the planned automatic fund switch (set out on pages 4 and 5 of the notification entitled ‘Important Information: Improvements to your Investment Options’ available on the website www.pensions.uk.mmc.com), please complete this form and return it to “MMC UK Pensions, PO Box 476, Westgate House, 52 Westgate, Chichester PO19 3WZ”, or via email to [email protected], no later than 2 August 2019.

Your detailsMember’s full name

Employee number NI number

Email address (for queries regarding this form only)

If you decide to make an investment choice (i.e. opt for an investment mix different to what is scheduled to happen automatically), both your accrued assets and any future contributions will be invested in line with your choice. Any choices made using this form will be applied during the bulk transition between 2 August and 18 September 2019. There is no charge for making an alternative investment selection outside of the automatic changes.

Please complete either Choice 1 or Choice 2; please note that Choice 2 is not applicable for the Marsh Section and Mercer Section (both legacy DB sections with Money Purchase assets) of the Fund.

1Online: www.pensions.uk.mmc.com

Page 2: MMC UK Pension Fund - ALTERNATIVE INVESTMENT SELECTION … · 2019. 6. 10. · 2 Online: . Or Choice 2: Mercer SmartPathTM Please note that the SmartPath options are not applicable

MMC UK Pension Fund

Choice 1: Self Select FundsI wish the value of my accrued assets and future contributions (if any) to be switched to (whole percentages only):

Self Select Fund %

Mercer High Growth %

Mercer Moderate Growth %

Mercer Passive Overseas Equity %

Mercer Active Global Equity %

Mercer Active Emerging Markets Equity %

Mercer Diversified Growth %

Mercer Pre-Retirement %

Mercer Inflation Linked Pre-Retirement %

Mercer Diversified Retirement %

Mercer Active Money Market %

Ethical Fund %

Mercer Shariah %

Mercer Passive UK Equity %

Mercer Sustainable Global Equity %

Mercer Growth %

Mercer Defensive %

Mercer Active UK Property %

Mercer Passive UK Corporate Bond %

Mercer Passive Over 15 Year Gilt %

% Total 100%

If you wish to invest your future contributions in different Self Select funds compared to your accrued assets you will need to submit a change via your OneView account once the site is available after the transition.

2 Online: www.pensions.uk.mmc.com

Page 3: MMC UK Pension Fund - ALTERNATIVE INVESTMENT SELECTION … · 2019. 6. 10. · 2 Online: . Or Choice 2: Mercer SmartPathTM Please note that the SmartPath options are not applicable

Or Choice 2: Mercer SmartPathTM

Please note that the SmartPath options are not applicable for Marsh Section and Mercer Section members. If you are not sure which sections of the Fund you are invested in please visit your OneView account via www.pensions.uk.mmc.com.

I wish the value of my accrued investments and future contributions (if any) to be switched to (please enter the percentage you wish to invest in each SmartPath, this can be 100% in any single strategy or spread across any combination of strategies):

SmartPath % Contribution

Mercer SmartPathTM Target Drawdown (the new Default) %

Mercer SmartPathTM Target Cash %

Mercer SmartPathTM Target Annuity %

% Total 100%

My target retirement age* is (please circle one): 55 56 57 58 59 60 61 62 63 64 65

*NOTE: You can select any age between 55 and 65. The age you choose will be kept confidential from your employer and does not oblige

you to draw your benefits from the age you select. If you do not make a personal selection, your target retirement age will be 65. Please read

the Investment Guide on www.pensions.uk.mmc.com for details of the switching process as part of the Mercer SmartPathTM.

DO NOT FORGET TO SIGN THE FORM BELOWFor details of your current investments and for more information on the upcoming changes, please refer to www.pensions.uk.mmc.com

This instruction will be applied to all sections of the Fund in which you are invested. If you have selected Choice 2 and are invested in the Mercer Section or Marsh Section of the Fund then the automatic switches will still apply. If you wish to make an alternative selection for these (as SmartPathTM is not available to these sections), then please contact the administrator using MMC UK Pensions, PO Box 476, Westgate House, 52 Westgate, Chichester PO19 3WZ, or by email to [email protected].

Please also note that the same investment choice will be applied to all periods of service you may have within each section of the Fund.

Please check that the information completed in this form is correct, if you send in a form which is incomplete, unclear, or is received after 2 August this may not be processed until after the automatic switching is complete. Should any issues with your form be unresolved by 2 August the automatic switching may be applied.

Signed: (by the member)

Date: / /

3Online: www.pensions.uk.mmc.com

Page 4: MMC UK Pension Fund - ALTERNATIVE INVESTMENT SELECTION … · 2019. 6. 10. · 2 Online: . Or Choice 2: Mercer SmartPathTM Please note that the SmartPath options are not applicable

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1 Online: www.pensions.uk.mmc.com4 Online: www.pensions.uk.mmc.com