Tell us about you

What do you want to do?

Please choose what you’d like to do today.

If you’d only like to change how your extra contributions are invested, please complete a Changing your investments form.

Start paying extra contributions

You can pay extra contributions as a monthly amount, as a one-off payment, or both. Tell us what you'd like to do using the boxes below.

£ a month

£

If you also pay extra regular contributions, your one-off payment will be in addition to those contributions.

Stop paying extra contributions

Change how much you pay in extra contributions

£ a month

Please tell us if you want to

Investing your extra contributions

One-off extra contributions

If you also want to make a one-off extra contribution, please complete and submit this form again, selecting the ‘Start paying extra contributions’ option when asked ‘What do you want to do?’

Choose how to invest your extra contributions

I’d like to invest my regular extra contributions:

I’d like to invest my future regular extra contributions:

I’d like to invest my one-off extra contributions:

Choose your investment approach

Please select your investment choices below.

If you’ve previously paid regular extra contributions and are investing them through…

• Guided: If you choose a different Guided option or Customised in this form, your investment instructions will apply to all your regular extra savings. This is because you can be invested in only one Guided option at a time and your regular extra savings can’t be invested in a mixture of Guided and Customised.

• Customised: If you choose Customised in this form, your investment instructions will apply to your future regular extra savings only. If you select Guided, your investment instructions will apply to all your regular extra savings for the reasons explained above.

Your payment instructions in this form will take place from the next available payroll run (or the date you’ve chosen if this is later). Changes to how your extra contributions are invested will take place as soon as possible after XPS, the DC Plan administrator, receives your completed form.


Your investment choice

I’d like to invest my extra contributions using:

Please select your investment choices below.

If your existing regular extra contributions are currently invested through…

• Guided: If you choose a different Guided option or Customised in this form, your investment instructions will apply to all your regular extra savings. This is because you can be invested in only one Guided option at a time and your regular extra savings can’t be invested in a mixture of Guided and Customised.

• Customised: If you choose Customised in this form, your investment instructions will apply to your future regular extra savings only. If you select Guided, your investment instructions will apply to all your regular extra savings for the reasons explained above.

Your payment instructions in this form will take place from the next available payroll run (or the date you’ve chosen if this is later). Changes to how your extra contributions are invested will take place as soon as possible after XPS, the DC Plan administrator, receives your completed form.


Your investment choice

I’d like to invest my future regular extra contributions using:

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

Guided invests your savings in 2 phases: a Growth phase and a Synchronise phase. Each phase offers several options to choose from – so you can find 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)

Know your target retirement date

Your target retirement date will be the same as for your other DC Plan savings or age 65 if you haven’t chosen one.

Your target retirement date triggers when your DC savings (invested in a Guided option) start to invest in less risky funds. Think of it as a countdown to accessing your savings – although you don’t have to access them from this date. You can change your target retirement date at any time (but keep in mind this might change how your DC savings are invested).

Now choose the Customised funds you want to invest in

Choose the fund(s) you want to invest in by inserting the percentage(s) in whole numbers by each of your chosen fund(s). Your total must add up to 100%

Funds

% you’d like to invest

Total

Know your target retirement date

Your target retirement date will be the same as for your other DC Plan savings or age 65 if you haven’t chosen one.

Your target retirement date helps us know when to get in touch with you about things like your retirement pack. Think of it as a countdown to accessing your savings – although you don’t have to access them from this date. You can change your target retirement date at any time.

Choose your investment approach

As you’ve chosen to invest your one-off extra contributions differently to your existing one-off extra contributions, please select your investment choices below.

If you’ve previously paid one-off extra contributions and are investing them through…

• Guided: If you choose a different Guided option or Customised in this form, your investment instructions will apply to all your one-off extra savings. This is because you can be invested in only one Guided option at a time and your one-off extra savings can’t be invested in a mixture of Guided and Customised.

• Customised: If you choose Customised in this form, your investment instructions will apply to your new one-off extra savings only. If you select Guided, your investment instructions will apply to all your one-off extra savings for the reasons explained above.

Your payment instructions in this form will take place from the next available payroll run (or the date you’ve chosen if this is later). Changes to how your extra contributions are invested will take place as soon as possible after XPS, the DC Plan administrator, receives your completed form.


Your investment choice

I’d like to invest my extra contributions using:

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

Guided invests your savings in 2 phases: a Growth phase and a Synchronise phase. Each phase offers several options to choose from – so you can find 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)

Know your target retirement date

Your target retirement date will be the same as for your other DC Plan savings or age 65 if you haven’t chosen one.

Your target retirement date triggers when your DC savings (invested in a Guided option) start to invest in less risky funds. Think of it as a countdown to accessing your savings – although you don’t have to access them from this date. You can change your target retirement date at any time (but keep in mind this might change how your DC savings are invested).

Now choose the Customised funds you want to invest in

Choose the fund(s) you want to invest in by inserting the percentage(s) in whole numbers by each of your chosen fund(s).Your total must add up to 100%

Funds

% you’d like to invest

Total

Know your target retirement date

Your target retirement date will be the same as for your other DC Plan savings or age 65 if you haven’t chosen one.

Your target retirement date helps us know when to get in touch with you about things like your retirement pack. Think of it as a countdown to accessing your savings – although you don’t have to access them from this date. You can change your target retirement date at any time.

Your agreement

  • I authorise ITV to carry out my instructions as set out in this form and understand that my instructions will take effect from the next available payroll run or my chosen month if later.
  • I confirm that I understand how salary sacrifice works and that I’ll make extra contributions automatically through salary sacrifice unless I request and return a Salary sacrifice withdrawal form within a month of requesting to make an extra contribution.
  • If I make the extra contribution through salary sacrifice I give up my entitlement, with effect from the date of my application, to the monthly basic salary equal to my extra contribution. In return, my employer agrees to pay an extra contribution to the ITV DC Plan, for my benefit, of that amount. If I’ve decided not to participate through salary sacrifice by returning a Salary sacrifice withdrawal form, I authorise ITV to deduct the necessary contributions from my salary.
  • I confirm that I’ve read the information in Get the full picture: Your guide to the DC Plan and Deep dive into investments: DC Plan investment guide.
  • I understand that under the ITV DC Plan Rules, the total contributions paid into the ITV DC Plan each tax year are limited to the Annual Allowance, which is an HMRC limit on the amount of savings I can build up tax efficiently in any tax year. As I’m not able to contribute to the ITV DC Plan above my Annual Allowance without ITV’s consent, I understand that I may not be able to contribute as much as I’ve chosen to contribute on this form if it results in me exceeding my Annual Allowance. ITV Pensions will contact me if this is the case.
  • I confirm that if I take any retirement savings as cash (other than the 25% tax-free cash) or through flexible drawdown, I’ll have a reduced Annual Allowance of £10,000 each tax year (known as the Money Purchase Annual Allowance) for future contributions paid to defined contribution arrangements. If I access benefits in this way, I’ll let ITV know within 91 days of accessing my benefits that the Money Purchase 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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