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Governance update - 5 March 2013

The Investment Advisory Committee met on 5 March 2013 to review our risk-graded Governed Range and funds.

Meeting summary

Highlights:

  • The Governed Portfolios, Managed Funds and Managed Strategies remain comfortably within their benchmark risk targets.
  • No strategic changes are required.
  • Current tactical position - effective from 25 October 2012.

Latest news

GP Tactical Change - 16 May 2013
Robert Talbut has made a tactical change to the Governed Portfolios and Governed Retirement Income Portfolios' asset allocation.

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We're making a change to the SL Global Blend Core Plus (Close TEAMs Global Alpha) Pension Fund.

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Recent developments

Governed Solutions for Drawdown
We've developed a new investment proposition specifically for income drawdown which helps address FSA concerns while at the same time supporting your drawdown process.

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Our investment proposition has been made even stronger - by extending our range of investment solutions to include 15 funds, from 4 leading discretionary fund managers.

Literature library

Sales aid and customer support material for our investment options.

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Investment blog

Ryan Medlock

Ryan Medlock
Investment Development Manager

When investments and cricket come together

15 May 2013
It's not often you can link the game of cricket with the world of pension investments but these two fine art forms may be closer than you think especially when looking at drawdown investment strategies.

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