Change your investment strategy
Before you change your investment strategy, we recommend you have a chat with one of our planners. You can talk to a planner over the phone, so give us a call on 1800 757 607. Otherwise you can make an appointment to meet with a financial planner.
You can also use the Pension Drawdown Calculator to see how the change in your investment strategy could affect your pension over the longer term.
You can change your investment strategy online, by logging into your account on Member Online, or by completing the Variation of investment options form.
Change your payments
If you would like to change your payment amount or frequency, you need to complete the Variation of Pension Details form.
Before you change your payments we suggest that you use the Pension Drawdown Calculator or speak to a planner to see how the change you’re considering will affect your pension over the longer term.
Make a lump-sum withdrawal
If you would like to withdraw a lump-sum from your pension account, complete the Partial Withdrawal form.
To withdraw extra money from your account you need to have already been paid, or be able to be paid, the minimum pension payment amount that year. Your minimum payment amount is based on your age, and starts at 4% of your total balance if you’re under 65.
Update your beneficiaries
You can nominate or update your beneficiaries at any time. With your pension account, there are three different types of beneficiary nominations that you can make. Learn more.
To make, or update a:
To change your reversionary beneficiary, complete the Change of Reversionary Beneficiary form.