Tell us about you

Tell us which savings you want to change

We’ll apply your choices to all your different types of DC savings, as well as any DC savings you may build up in the future.

If you have different types of savings and want to invest these differently, or you want to invest your existing and future savings separately to one another, please check this box.

Now tell us which types of saving you want to change:

Choose your investment approach

I’d like to invest all my DC savings, as well as any DC savings I may build up in the future, using the following approach:

Have a play

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

Now choose the Guided option you want to invest in

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 for all your savings

Insert the percentage(s) in whole numbers by each of your chosen funds. You can change:

  • how your existing DC savings are invested – complete EXISTING column
  • how any future DC savings are invested – complete FUTURE column
  • how your existing and any future savings are invested – complete both columns

Each column you select must add up to 100%

Funds

EXISTING % you’d like to invest
FUTURE % you’d like to invest

Total

Choose your investment approach for your core savings

I’d like to invest my core savings 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 for your core savings

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 for your core savings

Insert the percentage(s) in whole numbers by each of your chosen funds. You can change:

  • how your existing DC savings are invested – complete EXISTING column
  • how any future DC savings are invested – complete FUTURE column
  • how your existing and any future savings are invested – complete both columns

Each column you select must add up to 100%

Funds

EXISTING % you’d like to invest
FUTURE % you’d like to invest

Total

Choose your investment approach for your regular extra savings

I’d like to invest my regular extra savings 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 for your regular extra savings

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 for your regular extra savings

Insert the percentage(s) in whole numbers by each of your chosen funds. You can change:

  • how your existing DC savings are invested – complete EXISTING column
  • how any future DC savings are invested – complete FUTURE column
  • how your existing and any future savings are invested – complete both columns

Each column you select must add up to 100%

Funds

EXISTING % you’d like to invest
FUTURE % you’d like to invest

Total

Choose your investment approach for your one-off extra savings

I’d like to invest my one-off extra savings 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 for your one-off extra savings

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 for your one-off extra savings

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

Choose your investment approach for your transfer in

I’d like to invest my transfer in from ITV’s auto-enrolment plans 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 for your transfer in

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 for your transfer in

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

Choose your investment approach for your backdated savings

I’d like to invest my backdated savings 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 for your backdated savings

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 for your backdated savings

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

Now choose your target retirement age

Your agreement

  • I authorise ITV to carry out my instructions in this form. I understand that my instructions will take effect as soon as possible after ITV Pensions has received my completed form.
  • I understand I can change how my DC savings are invested as often as I like and that the first 2 changes each year are currently free of administration charges. I may be charged a fee to cover administration for other changes I make during the year, and that whenever I change my investments, there’s always a dealing cost built into the price of the funds I buy or sell.

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 on this website. 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.

< Back

Terms of use

The Investment Helper (the tool) is for general guidance only. Please make sure you understand how it works and its limitations before obtaining your results. By using the tool, you agree to the terms of use set out below:

  • Your investment options: From August 2023, members of the ITV Defined Contribution Plan (the DC Plan) can invest their DC savings through a Guided or a Customised approach. There are currently 14 Guided options to choose from, and 16 investment funds through the Customised approach.
  • About the tool: Based on your answers to 10 questions, the tool will suggest whether the Guided or Customised approach might suit you. It also gives you some ideas about what Guided option(s) you might like to consider if you decide to invest through the Guided approach, and the investment funds you might like to consider if you decide to invest through the Customised approach. These options and investment funds are suggestions only based on your response to the questions.

    The tool cannot take account of your personal circumstances; it asks a limited number of general questions and because of this you should not regard any of the information it provides as either financial advice or recommendations.

    Neither the Trustees of the DC Plan (ITV Defined Contribution Plan Limited) (the ‘Trustee’) nor ITV plc, including all Participating Employers of the DC Plan (together ‘ITV), can be responsible for any decisions you make based on the tool.

  • Getting advice: You’re responsible for carrying out your own investigations before deciding how to invest your DC savings; you should take independent financial advice if you’re not sure what to do or want specific advice about your own personal circumstances.

The ‘small print’

The tool has been developed for the Trustee and ITV by Towers Watson Limited (‘WTW’), an independent firm of actuaries and consultants authorised and regulated by the Financial Conduct Authority. Access to the tool is provided to you by the Trustee and ITV and is subject to the terms of use displayed under 'Terms & conditions’ above. The Trustee, ITV and WTW cannot be responsible for any decisions you make based on the tool.

The tool is made available to you without any acceptance of responsibility by WTW and all warranties are excluded to the extent permitted by law. No representation, warranty or undertaking, express or implied is or will be made or given by WTW in relation to the accuracy or completeness of the estimated cost, contributions or amount invested in your account or any other information provided using the Contribution Calculator or that they can be used as the basis for the making of investment or retirement planning decisions.

Any queries or complaints arising in relation to your use of the tool must be notified to the Trustee and ITV initially and you agree that any claims or disputes in connection with such use may only be pursued by the Trustee and ITV (and not by you directly) subject to the terms of the agreement they have in place with WTW. Any claims or disputes will be subject to English law and the exclusive jurisdiction of the courts in England.

June 2023

Privacy notice | Terms & conditions | Cookies | Accessibility