How do I change the fund I'm invested in?
Updated 25 October 2019
This is also known as switching. Go to the 'Savings' tab, choose your plan, select 'More' and then 'Switch funds'.
As you can only invest in one fund at a time with Retiready, you'll have to switch your entire investment into the new fund. We'll sell everything that's currently invested in your existing fund into your cash facility, which will take 2-3 working days.
We then invest 99.75% into your new chosen investment fund, keeping 0.25% in the cash facility to pay service charges.
Once your switch instruction is complete, confirmation will be added to your document library.