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OPT-OUT FORM FOR GROUP PENSION SCHEME

IF YOU WANT TO OPT OUT OF PENSION SAVING WITH YOUR EMPLOYER S GROUP PENSION SCHEME , FILL IN THIS FORM AND GIVE IT TO YOUR of Employee (please print) the Applicant Name of Employer the Employer National Insurance Number Date of Birth (DD MM YYYY) WHAT YOU NEED TO KNOW Your employer cannot ask you or force you to opt out. If you are asked or forced to opt out, you can tell the Pensions Regulator see If you change your mind, you may be able to opt back in write to your employer if you want to do this. If you stay opted out, your employer will normally try to put you back into PENSION saving with this SCHEME every three years as long as you are eligible. If you change your job, your new employer will normally put you into PENSION saving with their SCHEME straight away unless you opt out of it.

IF YOU WANT TO OPT OUT OF PENSION SAVING WITH YOUR EMPLOYER’S GROUP PENSION SCHEME, FILL IN THIS FORM AND GIVE IT TO YOUR EMPLOYER. Name of Employee (please print) 12 the “Applicant” Name of Employer the “Employer”

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Transcription of OPT-OUT FORM FOR GROUP PENSION SCHEME

1 IF YOU WANT TO OPT OUT OF PENSION SAVING WITH YOUR EMPLOYER S GROUP PENSION SCHEME , FILL IN THIS FORM AND GIVE IT TO YOUR of Employee (please print) the Applicant Name of Employer the Employer National Insurance Number Date of Birth (DD MM YYYY) WHAT YOU NEED TO KNOW Your employer cannot ask you or force you to opt out. If you are asked or forced to opt out, you can tell the Pensions Regulator see If you change your mind, you may be able to opt back in write to your employer if you want to do this. If you stay opted out, your employer will normally try to put you back into PENSION saving with this SCHEME every three years as long as you are eligible. If you change your job, your new employer will normally put you into PENSION saving with their SCHEME straight away unless you opt out of it.

2 If you have another job, your other employer might also try to put you into PENSION saving with their SCHEME , now or in the notice allows you to opt out of PENSION saving with the above employer s PENSION SCHEME only. A separate notice must be filled out and given to any other employer you work for, if you wish to opt out of that employer s SCHEME as I wish to opt out of PENSION saving with the above employer s GROUP PENSION I understand that by opting out I lose the right to PENSION contributions from my I understand that by opting out I may have less to support me financially in of Person Opting Out Date (DD MM YYYY) OPT-OUT FORM FOR GROUP PENSION SCHEMEP roof number1234 Mandatory checksNew Brand - use approved template (check size)

3 Footer/Form number/version date is correct Spell check If Spec changes notify the Account ManagerCheck version date matches DMS COMPARE ALTERATIONS TO MARKED UP PDF Layout/textRemove bad line breaks/check paragraph returns not in textCheck all hyphenation/n-dashesQuote marks/apostrophes appear correctlyRemove double spaces (except deliberate) Telephone numbers/dates/postcodes are not splitNo full stop after URLsFolio/page numbers are in correct order/positionPage headings/folios match contentsFonts used (see INFO panel) Images/graphicsTables/boxes/charts/graph s are on brand (Guidelines page 58)Infographics Guidelines page 59) Graphs/charts match figures and axis correctlyMiscellaneousMost recent logos and images are usedCheck FSA replaced with FCA and Services to Conduct Colour split (CMYK or spot) Forms can be completedEnvelopes/letters check positionOperator infoBRAND CHECKED (INITIALS)OPERATOR CHECKED InitialsALIDate09/09/15 Document InfoNotesForm53200 Job ID54937 SizeA4 Pages1 ColourBlackVersionDECEMBER 2015 Operator Info1 ALI09/09/1523456789101112131415 Scottish Widows Limited.

4 Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Telephone: 0131 655 6000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 12/15


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