We’ll send you a form when you first join the Scheme. Please fill it in and send it back as soon as possible. You can send us a new form at any time if your wishes change.
It’s a good idea to update your form even if your wishes haven’t changed. The more up-to-date your form is, the more the Scheme Trustee can rely on it as a reflection of your wishes. Every three years is a good rule of thumb.