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FOR ADVISERS ONLY

Governed Portfolios assessed by AKG - May 2019

28 June 2019

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We’ve received independent validation of our Governed Portfolios and the governance structure and processes underpinning them from AKG.

The independent assessment of the Governed Portfolios looks at how governance works in practice and how it responds to, and deals with, change. AKG have also looked at how the Governed Portfolios have evolved in order to continue to be able to address the requirements of advisers and customers.

In particular, the report looks at the trend towards outsourced investment solutions and Centralised Investment Propositions (CIPs) and the need for advisers to understand what they are signing themselves and their customers up for. In particular the need for advisers to be able to illustrate how and why the investment solution is suitable for each individual customer.

Our sales aid takes a look at the regulator’s expectations and guidance of a firm when designing and adopting a CIP and the requirements of its target clients.  It also looks at how our Governed Portfolios can help to fulfil both you and your clients' CIP requirements.

Find out more

You can download a copy of the full AKG report and our sales aid to refer to when recommending our Governed Portfolios to your clients -

Find out more about our Governed Portfolios or get in touch with your usual Royal London contact.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.