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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

  • Fund list - Royal London for advisers

    ...contracts, please check our Investment Options (by contract) leaflet. Find out more about our pension funds Fund factsheets View fund factsheets for all pension funds Fund performance Monthly fund performance figures Fund changes Details of all fund changes that have occurred...

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    Fund information

  • 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... Fund list - Royal London for advisers ...contracts, please check our Investment Options (by contract) leaflet. Find out more about our pension funds Fund factsheets...

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    News

    Blog

  • 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...

  • 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

  • COVID-19 Investment Update - Royal London for advisers

    ...years and an investment analyst covering the utility, support services and media sectors. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young in Manchester. The Sustainable Leaders Trust holds a Bronze Morningstar rating as at June 2017 and Mike has won two Fund Manager...

  • Download our pensions literature - Royal London for advisers

    Pensions literature library This area will allow you 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...

  • Investment solutions - Royal London for advisers

    Investment solutions Responsible investment will be standard for all our investment solutions. We focus on providing a range of high-quality investment solutions for our customers to not only meet their financial requirements, but their Environmental, Social and Governance (ESG) needs as well...

  • 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...

  • Global Equity funds - Royal London for advisers

    investment holdings in equity markets from around the world. Each of those holdings shares two key attributes. The first, is that every business in the portfolio is superior long-term shareholder wealth creating firm and secondly the valuation of that business is attractive relative to its peers...

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    Fund information

  • 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

  • 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

  • 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

  • Introducing our Sustainable Fund Range - Royal London for advisers

    ...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 risk rated by Distribution...

  • Changes to our fund range - Royal London for advisers

    Equity Tracker fund 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...

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    Fund information

  • Tactical change - 14 May 2020 - Royal London for advisers

    ...outperformance by high-quality growth stocks. With the strength in global equities, we have trimmed our overweight position slightly, while taking some profits by reducing our underweight in commodities. We maintained our exposure to investment grade and high yield credit; whilst adding to gilts...

  • Tactical change – 23 April 2020 - Royal London for advisers

    ...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 – 02 April 2020 - Royal London for advisers

    ...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 (including cash)     Directions of arrows show...

  • 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

  • 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

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

    Investment Governance Meeting Summary - 3 December 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...

  • Investment Governance Meeting Summary - 5 March 2020 - Royal London for advisers

    Investment Governance Meeting Summary - 5 March 2020 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...

  • 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...

  • 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 – 09 January 2020 - Royal London for advisers

    ...position in high yield 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 overall change from previous...

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    Blog

  • Tactical change – 14 November 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.   Overweight Neutral Underweight Equities...

  • 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

  • Tactical change – 06 February 2020 - Royal London for advisers

    ...to neutral. 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   Overweight Neutral Underweight Equities       Property       Commodities...

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    Blog

  • Tactical change – 05 December 2019 - Royal London for advisers

    ...to commodities, building up cash to buy equities on weakness. 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   Overweight Neutral...

  • 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 – 12 March 2020 - Royal London for advisers

    ...of the additional stimulus in the system. 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 Underweight Equities       Property       Commodities...

  • 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 – 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 – 16 April 2020 - Royal London for advisers

    ...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 (including cash)     Directions of arrows show overall...

  • 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...

  • 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

  • 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

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.