30 July 2015
A change to the investment policy of our SL Old Mutual UK Mid Cap funds
The investment policy of some funds is changing on 7 September 2015.
23 July 2015
Important information about the SL Aviva Investors Asia Pacific Property Pension and Life Funds
Aviva Investors is suspending the Aviva Investors Asia Pacific Property Fund with immediate effect. This means the fund is no longer accepting any investments into it, and there’s a queue for investors wanting to take money out. Aviva Investors will also begin the process of closing the fund from 21 August 2015. The SL Aviva Investors Asia Pacific Property Pension and Life Funds primarily invest in the Aviva Investors Asia Pacific Property Fund. So the suspension and subsequent closure will have an impact on our funds and our customers' investments in them.
23 July 2015
Your top ten Budget questions answered
The Budget and Finance Bill have seen a significant surge in the number of queries we have been receiving. This special Budget Insight takes a look at your top ten questions to us and how this might affect your clients and the future advice they may need.
21 July 2015
Bulk conversion for discounted share classes
We have a number of funds announced with new discounted clean share classes on the platform and more will be added in the coming months.
15 July 2015
2016 annual allowance cut for high earners – a window of opportunity?
Some high income clients will face a cut in the amount of tax-efficient pension saving they can enjoy from 6 April 2016. This might be the trigger to maximise pension funding this tax year for clients likely to be affected now or in the future.
The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.