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  • Investment factsheets and prices - Royal London for advisers

    Investment factsheets and prices We aim to provide access to a comprehensive range of funds and fund managers through all of the Royal London contracts. It is important that you understand the potential risks associated with our funds. Our factsheets should be read in conjunction with our Guide...

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    Fund information

  • With Profits funds - Royal London for advisers

    With Profits funds How does a With Profits plan work? With Profits is a type of pooled arrangement that may invest in companies, both in the UK and overseas, government stocks, property, and other types of assets. Instead of receiving direct investment returns, for example dividends, rents...

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    Fund information

  • Global Equity funds - Royal London for advisers

    ...in a changing market environment. differentiated investment process - a robust methodology based on acknowledged financial principles managed by a well-established investment team, with a strong track record and over 15 years’ experience equity overcode – can be used to replace the equity fund within our...

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    Fund information

  • Complete investment solution - Royal London for advisers

    ...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...

  • Tactical allocation & default funds - Royal London for advisers

    ...funds How does a With Profits plan work? With Profits is a type of pooled arrangement that may invest in companies, both in the UK and... Global Equity funds - Royal London for advisers ...in a changing market environment. differentiated investment process - a robust methodology based on acknowledged...

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    News

    Blog

  • Investment solutions - Royal London for advisers

    Investment solutions We have a range of investment solutions that suit customers interested in Environmental, Social and Governance (ESG) factors. There is some exposure to investments with a high environmental, social and governance (ESG) score within the Governed Portfolios and Governed...

  • Our investment process - Royal London for advisers

    ...prefer to keep their money in the bank, but may be willing to invest in other types of investments if they are likely to be better for the longer term. Cautious investors can take a relatively long time to make up their mind on investment matters and can often suffer from regret when investment...

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    Investment overview

  • The value of independent investment governance - Royal London for advisers

    The value of independent investment governance Research suggests that better governance leads to better outcomes – between 1% and 2% per annum additional returns, compared to weak governance*. Julius Pursaill, independent chairperson of the Investment Advisory Committee (IAC), talks about what good...

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    Investment governance

  • Historic fund changes - Royal London for advisers

    /M&G Global Themes fund. The investment policy will change to allow the fund to invest at least 80% in global equities with no restriction on sector, size or geography. The benchmark will change to MSCI All Country World Index. The fund’s objective will change to aim to provide a higher total return...

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    Fund information

  • Pension investments - Royal London for advisers

    Investment Take a closer look at our Governed Portfolios (GPs) and Governed Retirement Income Portfolios (GRIPs) to get all the information you need to discuss your client's retirement planning needs. GPs and GRIPs A range of mixed asset portfolios to help customers on their retirement journey...

  • Changes to our fund range - Royal London for advisers

    The investment objective has changed  to – “The Fund aims to track the net total return of the MSCI Emerging Markets ESG Leaders Index. The Fund will invest primarily in the securities that make up the MSCI Emerging Markets ESG Leaders Index and instruments that provide exposure to these securities...

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    Fund information

  • The rise of sustainable investing - Royal London for advisers

    ...and corporate governance (ESG) factors into investment decisions. Back in 2003, if investors were asked what role ESG analysis has in investment decision making, the answer would be almost universally ‘none’. Indeed if there was a view on the effect of ESG factors on investment returns, it would have been...

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    News

  • Investment Governance Meeting Summary - 27 February 2019 - Royal London for advisers

    Investment Governance Meeting Summary – 27 February 2019 The Investment Advisory Committee (IAC) meet every quarter to review our Governed Range and funds. Support for you For more in-depth material you can access the following information: IAC Minutes in full Governed Portfolio and fund...

  • Introducing our Sustainable Fund Range - Royal London for advisers

    ...clients achieve their goals and make the world a better place. *The basic charge is 1% p.a., which is built into the fund price. For all customers, a discount is applied and depends on the value of the investment. Sustainable Funds – risk rated by Distribution Technology Our Sustainable Funds have been...

  • Download our pensions literature - Royal London for advisers

    ...to download literature for all our contracts. Use the links below to access the relevant support documents. Personal pensions Workplace pensions Investment Life policies Other literature Personal pensions Pension Portfolio literature Pension Portfolio application forms Taking out a new plan Pension...

  • Tactical change – 4 April 2019 - Royal London for advisers

    ...with Trevor’s latest views You can access up to date views from Trevor on the market and the movements of the Investment Clock on our Latest Investment Clock updates page.   Overweight Neutral Underweight Equities     Property     Commodities     High Yield     Gilts       Index Linked     Corporate Bonds...

  • Tactical change - 13 June 2019 - Royal London for advisers

    ...reducing exposure to cash, and commodities which are sensitive to global trade slowing Keep up to date with Trevor’s latest views You can access up to date views from Trevor on the market and the movements of the Investment Clock on our Latest Investment Clock updates page.   Overweight Neutral...

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    Blog

  • Tactical change – 7 March 2019 - Royal London for advisers

    Trevor on the market and the movements of the Investment Clock on our Latest Investment Clock updates page. Latest tactical positions   Overweight Neutral Underweight Equities     Property     Commodities     High Yield     Gilts       Index Linked     Corporate Bonds     Absolute Return Strategies...

  • Tactical change - 19 September 2019 - Royal London for advisers

    , we have further reduced our holdings of government bonds. Keep up to date with Trevor’s latest views You can access up to date views from Trevor on the market and the movements of the Investment Clock on our Latest Investment Clock updates page. Latest tactical positions Directions of arrows show...

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    Blog

  • Tactical change – 15 November 2018 - Royal London for advisers

    ...lows; however, we expect equities to make further progress into 2019, albeit with increased volatility. Longer term, we remain positive on equities. Keep up to date with Trevor’s latest views You can access up to date views from Trevor on the market and the movements of the Investment Clock on our...

  • Tactical change – 7 February 2019 - Royal London for advisers

    ...to date with Trevor’s latest views You can access up to date views from Trevor on the market and the movements of the Investment Clock on our Latest Investment Clock updates page. Latest tactical positions   Overweight Neutral Underweight Equities     Property     Commodities     High Yield     Gilts...

  • Tactical change – 9 May 2019 - Royal London for advisers

    ...to date views from Trevor on the market and the movements of the Investment Clock on our Latest Investment Clock updates page.   Overweight Neutral Underweight Equities     Property     Commodities     High Yield     Gilts       Index Linked     Corporate Bonds     Absolute Return Strategies...

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    Blog

  • Investment Governance Meeting Summary – 5 June 2018 - Royal London for advisers

    Investment Governance Meeting Summary – 5 June 2018 The Investment Advisory Committee (IAC) meet every quarter to review our Governed Range and funds. Support for you For more in-depth material you can access the following information: IAC Minutes in full Governed Portfolio and fund performance...

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    Investment governance

  • Investment Governance Meeting Summary - 11 June 2019 - Royal London for advisers

    Investment Governance Meeting Summary – 11 June 2019 The Investment Advisory Committee (IAC) meet every quarter to review our Governed Range and funds. Support for you For more in-depth material you can access the following information: IAC Minutes in full Governed Portfolio and fund performance...

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    Investment governance

  • Retirement Outcomes Review – Part 2 of 2 - Royal London for advisers

    ...coming into force on 1 August 2020. Investment pathways Non-advised customers must be offered investment pathways when they move pension savings into drawdown or transfer funds already in drawdown into a new drawdown arrangement.  The main exception to this is when a provider is following an existing...

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    News

    Blog

  • Brexit: Preparing for all eventualities - Royal London for advisers

    ...funds are designed to be resilient to a wide range of outcomes, including a No Deal Brexit and a General Election. We invest across a wide range of asset classes, both at home and overseas. Funds designed for investors with a lower appetite for risk have a larger weighting in domestic bonds...

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    Blog

  • Investment Governance Meeting Summary – 29 August 2018 - Royal London for advisers

    Investment Governance Meeting Summary – 29 August 2018 The Investment Advisory Committee (IAC) meet every quarter to review our Governed Range and funds. Support for you For more in-depth material you can access the following information: IAC Minutes in full Governed Portfolio and fund performance...

  • Royal London default investment - Royal London for advisers

    Our default investment The Royal London default investment is the Balanced Lifestyle Strategy (Drawdown) Our default investment options offer your clients: Solutions designed by our investment experts A selection of lifestyle options Flexibility over default choice Governance you can count...

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    Investment options

  • Pension fund information - Royal London for advisers

    Fund information Help your clients to make an informed choice with the latest updates and information on our fund range. Investment factsheets and prices Governed Range factsheets and datasheets Fund performance Fund changes Our Sustainable Fund Range   Governed Portfolio and GRIP transaction costs Download now Pension Fund Illustration Growth Rates Life Fund Illustration Growth Rates...

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    Fund information

  • Fund performance - Royal London for advisers

    Fund performance The following PDF documents provide performance information for our range of funds and portfolios: Pension fund performance (IB) Governed Portfolios performance (IBGP) Governed Retirement Income Portfolios performance (5L22351) Life fund performance (9914) Target Lifestyle Strategies (Annuity) performance Target...

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    Fund information

  • Investment Advisory Committee - Royal London for advisers

    Investment Advisory Committee The cornerstone of our governance framework is our independent Investment Advisory Committee. Our governance promise means that all of our investment options offered through our intermediary pensions business have a formal review process. Terms of Reference View a copy...

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    Investment governance

  • Investment Governance Meeting Summary - 3 September 2019 - Royal London for advisers

    Investment Governance Meeting Summary - 3 September 2019 The Investment Advisory Committee (IAC) meet every quarter to review our Governed Range and funds. Support for you For more in-depth material you can access the following information: IAC Minutes in full Governed Portfolio and fund...

  • Keeping our customer informed - Royal London for advisers

    ...set up before 17 Dec 2007) This notice set out that with effect from 6 April 2015 we are amending the terms of clients’ Core Investments by: Making changes to their retirement options to allow for the increased flexibility in lump sum payments. Replacing the existing Investment terms (other than...

  • Our fund managers - Royal London for advisers

    Our fund managers We give your clients the opportunity to invest with some of the world's leading investment managers. Introducing Royal London Asset Management Our sister company asset management division, Royal London Asset Management (RLAM), manages our internal fund range, giving you access...

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    Fund information

  • Investment Governance Meeting Summary - 4 December 2018 - Royal London for advisers

    Investment Governance Meeting Summary – 4 December 2018 The Investment Advisory Committee (IAC) meet every quarter to review our Governed Range and funds. Support for you For more in-depth material you can access the following information: IAC Minutes in full Governed Portfolio and fund performance...

  • SSAS versus SIPP - Royal London for advisers

    ...in terms of governance and eligibility. SSAS A SSAS is a small occupational pension scheme that is set up by the directors of a business that want more control over the investment decisions relating to their pensions and in particular, to use their pension plans to invest in the business. As such, each...

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    Information and guidance

  • Our investment options - Royal London for advisers

    Our investment options Our range of investment options aims to make it easy for you to meet your client's needs. GPs Nine risk-targeted Governed Portfolios (GPs) helping your clients save for retirement. GRIPs Five Governed Retirement Income Portfolios (GRIPs) designed for taking an income from...

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    Investment options

  • Client access - Royal London for advisers

    . For individual clients Clients can access a wide variety of information and services, including: Personal details - customer details, current contributions, contribution history, transactions, current investments, fund information and values. Valuations - detailed breakdown of investment valuations...

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    Online service

  • What is sustainable investing? - Royal London for advisers

    What is sustainable investing? Mike Fox 25 June 2019 Share Share Sustainable investing is based on a simple premise - owners and managers of capital, whether that’s equity or debt, can positively influence society by prioritising investment in companies that are helping move to a cleaner, healthier...

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    News

    Blog

  • Investment Webinar - Trevor Greetham - Royal London for advisers

    Investment Webinar - Trevor Greetham Trevor Greetham 12 December 2018 Trevor Greetham discusses Governed Range. Please join us from 3:00- 3:45pm on Thursday 6 December 2018 Watch now What will you learn? An update on investment markets Opportunities in uncertain times Our tactical strategy...

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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.