Investment and funds literature

Change of investment form (PDF)

Alter your existing investment choice for select plans.

Risk attitude profiling questionnaire (PDF)

Record your answers to the risk attitude profiling questionnaire

Risk attitude profiling questionnaire factsheet (PDF)

About the questionnaire and its role in financial planning.

Tilted equity funds guide (PDF)

Introducing tilted equity funds.

Governed Portfolios client brochure (PDF)
Introducing Governed Portfolios.

GRIPS - Guide for Advisers (PDF)

Helping address the challenges of generating a sustainable retirement income for your clients.

GRIPS - Investing for your retirement (PDF)

Governed Retirement Income Portfolios client brochure.

Pension fund range summary (PDF)

Discover the investment funds available through a Royal London pension.

Investment options (funds by contract type) (PDF)

Details of the fund range offered by Royal London.

Our guide to default investment (PDF)

An outline of what your responsibilities are, and how we can help you meet them.

A guide to how we manage our unit-linked funds (PDF)

How our unit-linked funds work and how we manage them.

Investing responsibly with us (adviser) (PDF)

Responsible investment and our Governed Range

Multi-asset portfolio management adviser guide (PDF)

Provides more information about the Governed Range and the level of sophistication and expertise we offer.

Multi Asset Portfolio Management guide (PDF)

Demonstrate the sophistication of our flagship Governed Range. Suitable for confident investors or clients who are actively engaged with their investments.

Royal London fund With Profits fund factsheet (PDF)

In this leaflet we call the Royal London Open fund the With Profits fund.

Crest Secure fund factsheet (PDF)

The Crest Secure fund is a subset of the Royal London Open fund within the Royal London Long Term fund.

Scottish Life Deposit Administration fund factsheet (PDF)

The Deposit Administration fund is similar to a With Profits fund but with a lower exposure to the stock market.

Capital Investment Bond product summary (PDF)

Understand product charges, commission rates, premiums paid and more.

Profitbuilder change of investment form (PDF)

Change your investment choice under your Profitbuilder plan.

Transaction costs (PDF)

View transaction costs for the funds we manage.

Matrix fund range (PDF)

Explore our Matrix fund range.

Investing for your retirement - Pension investment options guide (Client brochure) (PDF)

Determine how you feel about risk and what you can do with pension savings.

GRIPs – Investing for your retirement (Client brochure) (PDF)

If you’d like flexible access to your savings and a regular income, then GRIPs could suit you.

Governed Portfolios (Client brochure) (PDF)

Choose from nine ready-made Governed Portfolios.

Governed Portfolios quarterly update (PDF)

A quarterly update on market developments, macro outlook and resultant tactical asset allocation decisions.

Matrix consumer guide (PDF)

Explore our range of Matrix funds.