Transfer from JP Morgan to Schroders’ funds
Policyholders directly investing in a fund managed by JPM Asset Management will see their funds switch to an equivalent one managed by Schroders.
Investments funds
You’ll find up-to-date information about your pension and insurance funds at the Fund Centre, filled with all things investment-related, including fund prices and investment support.
To find the fund name for your policy or pension, see your latest Annual Statement. Or give us a call.
Schroders’ funds – monthly factsheets
For more details about Schroders’ funds, visit their website.
Policyholders directly investing in a fund managed by JPM Asset Management will see their funds switch to an equivalent one managed by Schroders.
Following Schroders’ appointment as our sole fund manager, the benchmark for the S&P Equity Pension Fund changed from FTSE350 to FTSE All Share.
For all things investment-related, visit our Fund Centre.
Switching investment funds
It may be possible to switch funds depending on your policy or pension terms and conditions.
If you need help to understand which funds may be available to you, please get in touch:
Select one of the following to view and manage your pensions and investments.
Supporting your standard or less complex investment requirements, or helping you build a portfolio within tax-efficient wrappers.
Working for you and your financial adviser to meet your personal circumstances and requirements, especially those with standard or less complex investment requirements. Or to build a portfolio within tax efficient wrappers.