OMERS Pension Guide

Member Instruction Form

➢ If you wish to instruct any of the following, you will need to complete an onscreen fillable form:

1. Increase your personal contributions above the default 5% rate (remembering that OMERS match any contribution up to 10%). This only applies to new joiners. Existing members can only change salary exchange rates at the Salary Exchange review window in March.

2. Change the default retirement age of 65.

3. Opt-out of Salary Exchange (and switch to the commonly less efficient ‘net pay’ method of contribution).

➢ Please click here to instruct any of the above.

➢ If you think that you may be affected by the Tapered Annual Allowance (TAA), please ensure that you carefully read the later section specifically on the subject. Please remember that you need to personally take control of this issue if you are impacted. ➢ You should register for full online access as soon as you are invited to do so by Aviva. You will be able to monitor Plan valuations, view contribution histories and switch funds (if you wish to move away from the default fund). You can also complete your Nomination form online. Please click here for details of how to register.

Who do I contact for further information?

The Corporate Team at JMA corporate@jmurray.co.uk

Phone : 020 8642 3680

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