DOCUMENTS
EXPLORE: FIND OUT ABOUT THE AE PLAN
AE Plan guide
Find out about the AE Plan
Annual fund charges
Find out about the AE Plan
EXPLORE: INVESTMENT FUND FACTSHEETS
Here are the fund factsheets covering the period from 1 October to 31 December 2024.
The factsheets are updated 4 times a year.
Global shares (index tracker)
Shariah law (index tracker)
Money markets
Diversified investments
Diversified investments (responsible investment)
This fund is available only through the Guided approach.
Global shares (responsible investment) (index tracker)
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.