Our fund manager, Schroders Investment Management, invests your money on our behalf. They are a world-class asset manager operating from 32 locations across Europe, the Americas, Asia, the Middle East and Africa.
Your money is invested in your chosen fund once we’ve deducted the charges from your premiums. The make-up of each fund is guided by its aims and decided by expert fund managers. Your latest Annual Statement shows your policy’s investment fund.
Schroders pride themselves on being a ‘global business, managed locally’. They view the investment needs of their clients through a local lens. We believe our customers benefit from their investment expertise as we aim to provide you with sustainable growth through both the good times and periods of uncertainty.
Understanding how your money is invested
If you’re not sure of the charges, the name or details of the fund your policy invests in, or what type of policy you have, please see your latest Annual Statement.
Guides are available too should you need help with understanding the information shown on your statement.
Details of most of our funds are in the online Fund Centre, along with the latest fund prices. If you need help with finding your way around the Fund Centre, you may find our introductory video and online guide helpful.
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.