Investment and funds literature

Get key information and documents for investments and funds, application forms, guides, factsheets, sales aids and more.

Funds literature

All our funds literature can be found in the investment and funds section of our website.

Investment literature

Choose from the categories below to find the supporting forms, guides and documents you need.

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Change of investment form (PDF)

Alter your existing investment choice for select plans.

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Risk attitude profiling questionnaire (PDF)

Record your answers to the risk attitude profiling questionnaire

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Risk attitude profiling questionnaire factsheet (PDF)

About the questionnaire and its role in financial planning.

511RF -


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Governed Portfolios client brochure (PDF)
Introducing Governed Portfolios.


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.


Matrix fund range (PDF)

A range of funds that invest in different stock markets.


Our guide to default investment (PDF)

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


New employee default investment brochure (PDF)

A guide to where your workplace pension is invested.


External funds (PDF)

Our range of governed investment solutions from leading discretionary fund managers.


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


Investing responsible with us (workplace 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.


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You can find our Governed Range factsheets and datasheets and fund factsheets and prices in the investment and funds section of our website. Below are some of our other factsheets that may be of interest.

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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.


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Investment Suitability report template (DOC)

This guide will assist you in formulating your own client suitability report.


Investment Advisory Committee (PDF)

Meet the Royal London Group employees and independent representatives that make up the Investment Advisory Committee (IAC)


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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.


Sales aids for advisers

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Taking action together for better outcomes (PDF)

Our approach to customer engagement.


Transaction costs (PDF)

View transaction costs for the funds we manage.


Sales aids for use with clients

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The Sustainable Fund Range (Client brochure) (PDF)

See how we aim to generate good returns whilst making a positive contribution.

Investing for your retirement - Pension investment options guide (Client brochure) (PDF)
Determine how you feel about risk and what you can do with your 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.


Matrix consumer guide (PDF)

Explore our range of Matrix funds.