ES Online Help Centre

What are Investment Preferences and why should I set them?

Please note – this option may not be applicable to your plan(s). For further details please contact the Helpdesk.

All contributions received into your Plan will normally be invested into a default fund which has been carefully selected by the Trustee and their Investment Advisor.

Should you wish to change this to a fund or select multiple funds that are available on the Approved Fund Range you will need to set your Investment Preference(s) through ES Online. This is so all future contributions received will be invested into the funds that you have selected. To amend any current holdings, you will need to submit a Switch Request.


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