Tell us about you

Tell us your backdating decision

Tell us how much you’d like to backdate

I'd like to backdate my contribution for:

%

You'll benefit
from ITV’s contribution of

%

If you want to know how much backdating will cost you, ITV Pensions can give you an estimate — contact them on 01772 884488 or at enquiries@itv-pensions.com

If applicable, ITV’s contribution will include any contributions ITV has made to the ITV Auto-Enrolment Plan on your behalf

Top tip:

Choose to backdate 3%, 4%, 5% or 6% of your pensionable earnings for up to 9 months – the more you backdate, the more ITV will backdate (up to a limit).

Tell us how you want to pay for your backdated contribution

You can pay for your backdated contribution:

  • Directly from your pay (on top of your monthly core contribution) in 1, 2 or 3 equal monthly instalments
  • or
  • By using personal savings you've built up outside of ITV. You'll pay these directly to the DC Plan

Top tip:

Get your backdated contributions deducted directly from your pay or use personal savings – or a mixture of both. You decide!

Savings in the ITV Auto-Enrolment Plan

Have you built up savings in the ITV Auto-Enrolment Plan?

You can offset the savings you’ve built up in the AE Plan against the cost of the backdate. Your AE savings are shown in pink in the email we sent you about the backdating offer. This applies whether your AE Plan savings are transferred to the DC Plan or left in the AE Plan.

Do you want to use your AE savings against the cost of the backdate?

We’ll contact you once you've submitted this form to confirm your payment instructions and let you know the exact amount due.

Tell us how you want to invest your backdated contribution

Your backdated contribution will be invested in the same way as your monthly core contributions to the DC Plan.

If you’d like to invest them differently, please check this box.

Your Target Retirement Date will be the same as selected when you joined the DC Plan. If you’d like to change it, please complete a Change your target retirement date form.

Choose your investment approach

I’d like to invest my backdated contribution using the following approach:

Have a play

If you could use some help thinking about your choices, try our Investment Helper.

Now choose your Guided option

The Guided approach invests your savings in 2 phases: a Growth phase and a Synchronise phase. There are several options for each phase offers so you can choose the combination that suits you.

2

Choose your SYNCHRONISE phase

reflects how you may want to access your DC savings

1

Choose your GROWTH phase

determines how your DC savings are invested when your priority is to grow your savings

One-off cash (Focused)
One-off cash (Diversified)
One-off cash (Phased)
Multiple cash (Focused)
Multiple cash (Diversified)
Multiple cash (Phased)
Flexible access (Focused)
Flexible access (Diversified)
Flexible access (Phased)
Flexible access (longer term) (Focused)
Flexible access (longer term) (Phased)
Annuity (Focused)
Annuity
(Diversified)
Annuity
(Phased)

Now choose your Customised funds

Insert the percentage(s) in whole numbers by each of your chosen funds. Your total must add up to 100%.

Funds

% you’d like to invest

Total

Your agreement

  • I authorise ITV to process my backdated contribution as set out in this form and to deduct the necessary contribution from my salary if I’ve selected this payment option.
  • I confirm that I’ve read the information on the backdating page of the DC Plan website.
  • I confirm that if I take any defined contribution savings as cash (other than the 25% tax-free cash) or through flexible access/drawdown, or I exceed the income limit for capped drawdown, I’ll have a reduced Annual Allowance of £10,000 each tax year for future contributions paid to defined contribution arrangements. If I access benefits in this way, I’ll let ITV Pensions know within 91 days of accessing my benefits that the reduced Annual Allowance applies.

About the information you provide

  • I understand the Trustees of the ITV DC Plan hold personal data which I’ve provided to them. They need this to be able to administer my benefits under the DC Plan.
  • The Trustees, who are data controllers for data protection purposes, are required to look after my personal data in line with legal requirements. This means the Trustees are responsible for deciding what personal information needs to be processed and the way in which the information is processed.
  • In processing my personal data, the Trustees may need to pass personal information about me, my dependants and other members and beneficiaries to the DC Plans’ administrators, auditors, legal advisers, insurers or other occupational pension schemes and their advisers with a view to securing benefits or making or receiving a transfer of benefits, and the ITV group of companies and such third parties as may be necessary for the purpose of administering DC Plan.

Where to find out more: Full details of the personal data the Trustees hold, how they use that information and who they share it with are set out in the Trustees’ privacy notice. The privacy notice also sets out your rights about the personal data held about you by the Trustees and who to contact if you want to exercise those rights, make a complaint or generally have any questions.

The privacy notice is updated from time to time in accordance with future developments in data protection legislation and DC Plan practice. You can see the current version of the privacy notice at www.itvdcplan.com/privacy-notice. If you’d prefer to receive a hard copy of the privacy notice, please call ITV Pensions on 01772 884 488 or email enquiries@itv-pensions.com.

You’re responsible for keeping the Trustees up to date with your personal information, including your marital status, contact and, where necessary, bank details. Without this information, there may be delays in paying benefits to you or your dependants.

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