Documents & forms
Forms
Can’t find what you need?
If you can’t find what you need or would like help filling in the forms, please call or email us at enquiries@itv-pensions.com
Call: 01772 884488About the DC Plan
Investment guide
Let's you know about your investment choices and things to think about when investing your DC savings
Annual fund charges
A summary of the annual fund charges for each of the funds available in the DC Plan
Staying flexible in retirement
About accessing your DC savings flexibly and who this option might suit
Looking for peace of mind?
About using your DC savings to purchase an annuity and who this option might suit
Counting down to retirement?
Practical hints and tips to help you get ready to access your DC savings
About salary sacrifice
The terms and conditions of participating in the DC Plan through salary sacrifice
Investment factsheets
Individual factsheets giving information about each investment fund for the 3 months from 1st January to 31st March 2024.
- Annuity target*
- Diversified investments*
- Diversified investments (absolute return)**
- Diversified investments (responsible investment)*
- Diversified investments (uncorrelated)
- Emerging markets shares (index tracker)
- Global shares
- Global shares (climate) (index tracker)*
- Global shares (environment)
- Global shares (index tracker)*
- Global shares (responsible investment) (index tracker)*
- Money markets*
- Shariah law (index tracker)
- UK company bonds
- UK government bonds (index tracker)
- UK shares
- UK shares (index tracker)
If you'd like details about the Property & Infrastructure fund that's closed to new investors, please get in touch with ITV Pensions.
*These are the funds that are used for the Guided options.
** This fund isn't available to members investing their DC savings through Customised (it's used in some of the Guided options only).
Trustee documents
Implementation statement
An assessment of how the Trustees have put their investment principles into practice
Chair's statement and Statement of Investment Principles
How the DC Plan meets its legal requirements in key areas, and the DC Plan's investment policy