Switching funds

It’s important to review your funds regularly to make sure that what you’re invested in matches your attitude to risk and future plans:

Switching Funds

Policyholder details

Please complete the details below so we can match your request to your policy. If you're a former Barclays Life or Retirement Account customer and want to make a fund switch you should call 0800 197 5616.

Your name

First name

Last name

Your date of birth

Your policy number

Your phone number

Your email address

Confirm Your email address

Fund switching details

All you need to do is tell us the funds that you want to be invested in once the switch is complete. Read your original policy documents if you're not sure what funds are available to you, or call us and we can tell you.

If you have a Retirement Account or a pension you can also use ReAssure’s investment pathways, click here to find out more.

Income distribution funds

Some products allow investment in funds that can provide income at set times through the year. The income is created by fund growth which can either be reinvested back into your policy or paid to you as a one off payment. You will need to use our income distribution form rather than telling us through this form.

Fund

Percentage

Add Remove

Total (%)

The total must equal 100% before submitting.

Are you currently paying in?

Yes

You can also change how money you pay into your policy in the future is invested. Would you like to change this at the same time?

Yes, I'd like to use the investment mix I've selected above

Yes, but I'd like to select a different mix to the one above

No, I'd like to leave it as is

Fund

Percentage

Add Remove

Total (%)

Please read the below and tick to confirm you understand

Once you submit your fund switch instruction, you won’t be able to change or cancel it.

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ReAssure reserves the right to delay fund switches in exceptional circumstances where it’s in the interests of ReAssure policyholders as a whole.

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There may be a charge for carrying out a fund switch. All of our policies allow at least 20 fund switches free every year.

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For some policies, there are minimum requirements in respect of the amount held in, or switched from, any one fund. Details of the current minimum are available on request.

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