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Your defined contribution AXA pension

Forms & Guides

As you might be aware in the news article , Aegon recently acquired BlackRock’s administration business. Some of the guides and forms may still refer to BlackRock rather than Aegon. Please note that, the telephone number remains the same but there is a new address, email and website address for you to use – see the contact us section for details.

Important Documents

Statement of Investment Principles DB 2019

Statement of Investment Principles DC 2019

Chair's statement 2019

Forms

Forms to join the Scheme

Opt in form for 2008 Section – not applicable if you switched to the 2017 Section

Opt in form for 2017 Section

Forms for leaving the Scheme

Opt out form for 2008 Section (AXA UK)

Opt out form for 2008 Section (not AXA UK)

Opt out form for 2017 Section

If you want to change sections, please complete the

2008 to 2017 Selection Switch Form

PaySmart opt out form – if you no longer want to contribute via PaySmart

PaySmart opt in form – if you want to opt back into PaySmart

Expression of wish form for active members – to nominate your beneficiaries should you die

Expressions of wish form for deferred members – to nominate your beneficiaries should you die

Pension top up form – if you want to top up your pension contribution (through PaySmart)

Regular AVC form – if you want to pay an additional voluntary contribution (not through PaySmart)

Lump Sum AVC form – if you want to pay a one off lump sum additional voluntary contribution

AXA UK Pension Contribution form – if you want to change your default pension contribution

PPP Taking Care Pension Contribution Form – if you work for PPP Taking Care and want to change your pension contribution

Member Guides

AXA member guide UK 2008

AXA member guide UK 2017 (including AXA Liabilities Managers)

Health Online, PHC, Health Services and PPP Taking Care joiners from 01.04.18

Investment Managers

Liabilities Managers for employees joining the Scheme prior to 01.04.19

PPP Bristol Health for employees joining the Scheme prior to 01.09.17 and have not elected to transfer to the 2017 section

PPP Taking Care for employees joining the Scheme prior 01.04.18

Other guides

Investment Guide

Retirement Options Guide

Guide to Annuities vs Drawdown

TPR’s pension scam booklet

Reports

DC Deferred Trustee Report

DC Active (AXA UK) Trustee Report

DC Active (other AXA entities) Trustee Report

Fund factsheets

Absolute Return Bond

Architas Diversified Real Assets

Architas Multi Asset Passive Moderate

Diversified Growth Active

Emerging Markets

Framlington UK Select Opportunities

Global Equity Active

Global Equity Passive

Overseas Equity Passive

Socially Responsible Investment Fund

UK Corporate Bond Fund

UK Equity Active

UK Equity Passive

UK Long Gilts Passive

UK Long Index Linked Gilts Passive

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