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Information for Administrators of former TomorrowTM Group Pension SchemesThis page contains information for the administrators of Group Pension Schemes that transferred to Windsor Life from TomorrowTM at the end of December 2007. New Members and Topping-Up the benefits of existing Members You are still able to add new members to your scheme and 'top-up' the benefits of existing members. To request the appropriate forms and other documents for this, please get in touch by ringing us on 0870 887 3333. Fund Switching for members with benefits in Drawdown on 31st December 2007: Members whose benefits were already in drawdown on 31st December 2007 are able to change the way their fund is invested. The following links contain information about the funds available, their recent performance, and the appropriate form to use:
Fund Performance information for these funds is available by clicking here. Fund Switching for existing members who have not yet taken benefits on 31st December 2007: Members who were already in your scheme on 31st December 2007 but who have not yet drawn their benefits are also able to change the way their benefits are invested. The choice of funds is the same as for Drawdown members, but please note that the Fund Switch form itself is slightly different:
Fund Performance information for these funds is available by clicking here. If any members have topped up their benefits since 31st December 2007, they will have been topped up via an additional pension policy from Windsor Life. The choice of funds for the additional policy will be different and you should refer to the following point. Fund Switching for members who joined a scheme on or after 31st December 2007 or whose benefits have been topped up on or after 31st December 2007: Members who either joined a scheme or had their existing benefits topped up on or after 31st December 2007 have a different range of funds available to them. If the member would like to alter the way their funds are invested, you will need to contact us on 0870 887 3333 to request the appropriate fund information and paperwork. 
Further copies of the Fund Switch form for these members, can be downloaded by clicking here. |