COMMUNICATION & CLIENT SERVICE

General retirement planning and investment strategy information

Designed to assist scheme members in planning for retirement, available in printed versions and pdf format.

Fund details

Fund fact sheets available in printed versions and pdf format.

Internet based information services

Our Clientsite for scheme members is tailored to each individual scheme and includes general investment information; details of the scheme's fund options; fund performance; unit prices, a retirement planning tool and market highlights.

Support Services

Where members are given wide investment choice, including a choice of different investment managers, it is often appropriate to hold member meetings to explain the choices available. We are happy to attend such meetings.