You are here:

• Understand O2 Pensions
• Plan Basics
• Investment Options

• Plan Basics
  • Joining
  • Making Contributions
  • Investment Options
    • Fund Managers
    • Transfer From Hermes To Legal And General
    • Trustees' objectives
    • Investment Jargon
    • Different Classes Of Investment
    • Investment Risk
    • Lifestyle Options
    • Switching Investments
    • Investment Policy
  • Transfer In
  • Retirement
  • Death Benefits
  • Leaving
  • State Pension
  • Further Information
  • Complete Text
  • Forms
• Tax Allowances
• Protection
• Pension Statements
• News
• Who's Who
• A-day
• Financial Advice
• Thanks A Million

Investment Options

Newsflash

O2 Pensions UBS Update - Making informed choices on your pensions investments.

Investment choices

There are two investment choices under the O2 Pension Plan: Lifestyle and Selfstyle. If you would like the Plan to make your investments decisions for you then choose Lifestyle as your contributions will be invested for you and adjusted as you get closer to retirement. Selfstyle allows you to make your own choices.

Lifestyle option

If you choose not to select an investment option, the Lifestyle strategy will apply.

• Lifestyle Options

Selfstyle Option

There are eight different types of fund within the self-style option of the O2 Pension Plan. Details of these funds are as follows:

• UK Equity Fund – UBS (active)
  
• UK Equity Fund – L&G (passive)
• Global Equity Fund ex-UK - UBS (active)
• Global Equity Fund – L&G (passive)
  
• Index-linked Gilt Fund – L&G (passive)
• Long-dated Gilt Fund – L&G (passive)
• Cash Fund – L&G (active)
  
• Sharia compliant - HSBC Amanah Fund

In October 2007 Legal & General Investment Management ("L&G") replaced Hermes Assured Limited as investment manager of the Plan's passive funds.