Self Select – managed by you

Take personal control of your investments.

Self Select is for those members of FuturePlanner who prefer to manage their account actively.

If you do not think the Default strategy is appropriate for your circumstances or you want to manage the investments of your Retirement Account more actively, you can make your own Self Select selection from a range of 10 funds made available by the Trustees.

The funds are all administered by Mobius Life although the underlying investment manager may change from time to time. The names of the funds and the charges associated with them can be found in the list of funds available.

You can log into My Account to check regularly how your investments are performing and to make switching instructions. Currently you can switch between the funds as often as you wish. However, the Trustees have the right to introduce switching charges if they think that is appropriate for the circumstances of the Plan.