Please note that the value of investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of what might happen in the future.
We’ll remind you about the option to switch or change your investment fund in our regular policy updates.
You can switch fund by either contacting us and we’ll send you a fund switch pack, or you can download and print out our form.
You’ll need to either return it to us in the post or by email.
For former Equitable Life policyholders, it is possible to switch your investments using our online service MyUtmost. The button to register can be found at the top of this page.
The prices we’ll use to carry out your fund switch request will depend on when we receive your written instructions, and will be based on unit prices on the following working day after we receive your request.
Switch requests submitted before 5pm on a normal working day, are processed using the close of business price for the following working day.
Switch requests submitted after 5pm, or on a day which isn’t a normal working day, we will use the close of business price in two working days' time.
Did you know if you are a former Equitable Life policyholder, you are now able to manage your policy using our online service MyUtmost. By registering, you will have access to a range of information and forms, be able to switch your investments and have access to a secure messaging facility. The button to Register can be found at the top of this page.
If do not want to register for MyUtmost, you can download and print our fund switching forms here:
Utmost Drawdown Plans set up from March 2020 - Change In Investment Pathways Form
You can download and print our fund switching form:
