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Changes to the Scottish Life Fund Range
Scottish Life UK Mid Cap Specialist (Schroder UK Mid 250) Pension Fund
Further to the letter "Changes to the Scottish Life Fund Range" you will have received, you will find below additional information including a copy of the letter that has been issued to your clients to advise them of the change of the underlying investment within one of our Matrix Funds.
All of your clients invested in the Scottish Life UK Mid Cap Specialist (Schroder UK Mid 250) Pension Fund will receive a letter from us advising them of the change we're making.
The change will take place on the week commencing 28 November 2011 but please remember that you and your clients don't need to do anything to effect this change as it will occur automatically.
Details of the new underlying fund can be found in the Franklin UK Mid Cap Fund Fact Sheet.
Please note that the charges shown on the underlying fund factsheet are not applicable when investing into the SL UK Mid Cap Specialist (Franklin UK Mid Cap) Pension fund. As a result of this change the annual fund management charge applied to this fund will reduce from 1.80% to 1.70%. There is also no initial charge applicable for the SL UK Mid Cap Specialist (Franklin UK Mid Cap) Pension fund.
If you’d like further information on the Investment Advisory Committee (IAC) summarising the outcome of the last meeting including access to the full minutes from all of the previous meetings then visit our Investment Advisory Committee section.
Further details of Scottish Life's investment proposition can be found in Our Investment Options section. If you have any queries on the changes we’re making please call your usual Scottish Life contact.
Scottish Life US Core Plus (Investec American) Pension Fund
Further to the letter "Changes to the Scottish Life Fund Range" you will have received, you will find below additional information including a copy of the letter that has been issued to your clients to advise them of the change of the underlying investment within one of our Matrix Funds.
All of your clients invested in the Scottish Life US Core Plus (Investec American) Pension fund will receive a letter from us advising them of the change we're making.
The change will take place on the week commencing 28 November 2011 but please remember that you and your clients don't need to do anything to effect this change as it will occur automatically.
Details of the new underlying fund can be found in the Fidelity American Fund Fact Sheet.
Please note that the charges shown on the underlying fund factsheet are not applicable when investing into the SL US Core Plus (Fidelity American) Pension Fund. As a result of this change the annual fund management charge applied to this fund will increase from 1.80% to 1.95%. There is also no initial charge applicable for the SL US Core Plus (Fidelity American) Pension Fund.
If you’d like further information on the Investment Advisory Committee (IAC) summarising the outcome of the last meeting including access to the full minutes from all of the previous meetings then visit our Investment Advisory Committee section.
Further details of Scottish Life's investment proposition can be found in Our Investment Options section. If you have any queries on the changes we’re making please call your usual Scottish Life contact.
Scottish Life/BlackRock Gold & General
As previously advised on the Scottish Life website and Investment Newsletter, the annual fund management charge for the Scottish Life/BlackRock Gold & General Pension fund will be reduced to 1.83% from 1.95%. A mailing was issued to consumers invested in this fund on the 26 January 2010 and you can view a copy of the letter here.
Scottish Life Europe Specialist (Artemis European Growth) Pension Fund
Further to the letter "Changes to the Scottish Life Fund Range" you will have received, you will find below additional information including a copy of the letter that has been issued to your clients to advise them of the change of the underlying investment within one of our Matrix Funds.
All of your clients invested in the Scottish Life Europe Specialist (Artemis European Growth) Pension fund will receive a letter from us advising them of the change we're making.
The change will take place on the week commencing 2 May 2011 but please remember that you and your clients don't need to do anything to effect this change as it will occur automatically.
Details of the new underlying fund can be found in the Neptune European Opportunities Fund Fact Sheet.
Please note that the charges shown on the underlying fund factsheet are not applicable when investing into the Scottish Life Europe Specialist (Neptune European Opportunities) Pension fund. As a result of this change the annual fund management charge applied to this fund will increase from 1.70% to 1.83%. There is also no initial charge applicable for the Scottish Life Europe Specialist (Neptune European Opportunities) Pension fund.
If you’d like further information on the Investment Advisory Committee (IAC) summarising the outcome of the last meeting including access to the full minutes from all of the previous meetings then visit our Investment Advisory Committee section.
Further details of Scottish Life's investment proposition can be found in Our Investment Options section. If you have any queries on the changes we’re making please call your usual Scottish Life contact.
Scottish Life UK Equity Core Plus (JP Morgan Premier Equity Growth) Pension Fund
Further to the letter "Changes to the Scottish Life Fund Range" you will have received, you will find below additional information including a copy of the letter that has been issued to your clients to advise them of the change of the underlying investment within one of our Matrix Funds.
All of your clients invested in the Scottish Life UK Equity Core Plus (JP Morgan Premier Equity Growth) Fund will receive a letter from us advising them of the change we’re making.
The change will take place on the week commencing 3 May 2010 but please remember that you and your clients don't need to do anything to effect this change as it will occur automatically.
Details of the new underlying fund can be found in the Cazenove UK Growth & Income Fund Factsheet.
Please note that the charges shown on the underlying fund factsheet are not applicable when investing into the Scottish Life UK Equity Core Plus (Cazenove UK Growth & Income) Pension Fund. The annual fund management charge on this fund is 1.70% and there is no initial charge applied on the underlying fund.
If you’d like further information on the Investment Advisory Committee (IAC) summarising the outcome of the last meeting including access to the full minutes from all of the previous meetings then visit our Investment Advisory Committee section.
Further details of Scottish Life's investment proposition can be found in Our Investment Options section. If you have any queries on the changes we’re making please call your usual Scottish Life contact.
Scottish Life Cautious Long Term Managed Strategy
Further to the letter "Changes to Scottish Life's Investment Options" you will have received, you will find below additional information including a copy of the letter that has been issued to your clients to advise them of the change to the benchmark of the Cautious Long Term Managed Strategy following advice from our Investment Advisory Committee.
All of your clients invested in the Cautious Long Term Managed Strategy will receive a letter from us advising them of the change we’ve made.
If you’d like further information on the Investment Advisory Committee (IAC) summarising the outcome of the last meeting including access to the full minutes from all of the previous meetings then visit our Investment Advisory Committee section.
Further details of Scottish Life's investment proposition can be found in Our Investment Options section. If you have any queries on the changes we’re making please call your usual Scottish Life contact.
Scottish Life Japan Specialist (JP Morgan Japan) Fund
Further to the letter "Changes to the Scottish Life Fund Range" you will have received, you will find below additional information including a copy of the letter that has been issued to your clients to advise them of the change of the underlying investment within one of our Matrix Funds.
All of your clients invested in the Scottish Life Japan Specialist (JP Morgan Japan) Fund will receive a letter from us advising them of the change we’re making.
The change will take place on the week commencing 19th October 2009 but please remember that you and your clients don't need to do anything to effect this change as it will occur automatically.
Details of the new underlying fund can be found in the Invesco Perpetual Japan Fund Factsheet.
If you’d like further information on the Investment Advisory Committee (IAC) summarising the outcome of the last meeting including access to the full minutes from all of the previous meetings then visit our Investment Advisory Committee section.
Further details of Scottish Life's investment proposition can be found in Our Investment Options section. If you have any queries on the changes we’re making please call your usual Scottish Life contact.
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