FOR ADVISERS ONLY
Complete investment solution
We have a number of ready-made options in the shape of our Governed Portfolios, Governed Retirement Income Portfolios (GRIPs) and Lifestyle Strategies. And for clients who like a more hands-on approach, we have a well-stocked range of funds for them to choose from.
All of our ready-made investment options fall under our Governed Range. This means they benefit from regular reviews, hands-on supervision and ongoing governance to help make sure they meet their objectives. At no extra cost.
Governed Portfolios
- Take account of your client’s attitude to risk and term to retirement.
- Boast a nine year track record of strong performance, governance and risk management.
Governed Retirement Income Portfolios (GRIPs)
- Specifically designed for clients who want to take a regular income from their plan.
- Take account of the level of risk needed to help your client achieve their desired level of income.
- Available exclusively through our income drawdown product, Income Release.
Lifestyle Strategies
- Ideal if your client has a specific retirement goal, like taking cash or a regular income.
- Automatically switch your client’s savings from high risk to low risk investments as they approach retirement.
Find out more
To find out more about our full range of investments, visit the investment area of our website or download our Investing for your retirement guide. Alternatively, you can speak to your usual Royal London contact.
If your client likes a more hands-on approach, we have a well-stocked range of funds for them to choose from.
Full fund range
Choose from over 160 funds managed by some of the world’s leading investment houses. Our full fund range includes matrix funds and a range of equity funds, which come with added governance as standard.
Self Investments
Our fund supermarket, operated by James Hay Partnership, gives clients access to over 1,200 funds, from more than 50 leading investment houses. Clients can also invest in the stock market through our execution only online share dealing service.
Our panel of discretionary fund managers offer a professional investment service taking on the responsibility of selecting and monitoring your client’s investments.
Clients can also invest in other permitted investments, such as Government bonds (gilts), corporate bonds and UK commercial property.
If your client invests in these assets or uses any of these services, certain fees apply. Download our Self Investment Charges Summary for more information.
Custom range
- Customise our Governed Range and make it available for your clients.
- Create your own bespoke branded, portfolio of funds or lifestyle strategy, with your choice of funds, asset allocation and rebalancing frequency.
Find out more
To find out more about our full range of investments, visit the investment area of our website or download our Investing for your retirement guide. Alternatively, you can speak to your usual Royal London contact.