DOCUMENTS
EXPLORE: FIND OUT ABOUT THE AE PLAN
AE Plan guide
Find out about the AE Plan
Annual fund charges
This shows the annual fund charges for each of the investment funds you can invest your AE Plan savings in.
EXPLORE: INVESTMENT FUND FACTSHEETS
Here are the latest fund factsheets. They provide specific information about each investment fund and are updated 4 times a year.
- Diversified investments
- Diversified investments (responsible investment)*
- Global shares (index tracker)
- Global shares (responsible investment) (index tracker)
- Money markets
- Shariah law (index tracker)
*This fund is available only through the Guided approach.
DO: UPDATE YOUR NOMINATIONS OR OPT OUT
Death benefit form
Nominate who you want to receive your benefits if you die before retirement.
Cancellation form
Use this form to cancel your membership of the AE Plan if the opt-out window has expired.
Opt out form
Use this to opt out of the AE Plan.
Contact details form
Use this to share your contact details with us.
REFERENCE: INFORMATION ABOUT THE AE PLAN
Chair’s statement
How the AE Plan meets its legal requirements, and the AE Plan’s investment policy.
Implementation statement
An assessment of how the Trustee has put its investment principles into practice.
Statement of Investment Principles
Find out how the Scheme’s funds are invested.
Salary sacrifice terms
How participating in the AE Plan through salary sacrifice works.
Privacy notice
How we use the information we hold about you.