Documents
Explore: find out about the AE Plan
AE Plan guide
Find out about the AE Plan
Annual fund charges
Look up the investment fund charges
Investment fund factsheets
Here are the fund factsheets covering the period from 1 September to 31 December 2023. The factsheets are updated 4 times a year.
Diversified investments (responsible investment)
This fund is available only through the Guided approach.Do: update your nominations or opt out
Nomination form
Nominate who you want to receive your benefits if you die before retirement.
Opt out form
Use this to opt out of the AE Plan.
Cancellation form
Use this form to cancel your membership of the AE Plan if the opt-out window has expired .
Reference: information about the AE Plan
Chair's statement
How the AE Plan meets its legal requirements, and the AE Plan's investment policy.
Statement of Investment Principles
Find out how the Scheme's funds are invested
Privacy notice
How we use the information we hold about you.
Implementation statement.
An assessment of how the Trustee has put its investment principles into practice.