The money you pay into FuturePlanner is held in a Retirement Account, which is held in your name and invested. Most members use the default lifestyle strategy, designed by the Trustee to suit the needs of the majority of members.
During a recent review of the lifestyle strategy, the Trustee and its investment advisers considered feedback received in last year’s FuturePlanner member survey about long-term goals, risk preferences and retirement needs. As a result, it has decided to make some changes to the lifestyle strategy, which will take effect by 6 April 2026.
Please look out for more information regarding these changes in the upcoming Newsletter.
Blackout period
There will be a blackout period where you won’t be able to make investment changes while the new strategy is implemented and reconciled. The blackout period will run from 6 March 2026 to 6 April 2026. Should you wish to make investment switches (which are usually more common for our members who have chosen to self-select) then please complete these in advance of 6 March 2026.