Consumer > Investment for Consumers > Changes to our investment strategy
Changes to our investment strategy
On 1 January 2010 we changed the investment strategy of the Royal London with profits fund.
If you have a with profits policy that's affected by the changes we've made, you should receive a letter from us by the end of May 2010. The letter is for information only. We're not changing any of your policy's terms and conditions and you do not need to do anything.
The changes don't affect investments in The Scottish Life Fund, which contains with profits policies originally effected with the Scottish Life Assurance Company before 1 July 2001.
If, however, you think that you have a relevant with profits policy but haven't received a letter (perhaps because you have moved house), please let us know.
How we manage our with profits fund
The following give more information about how we manage our with profits fund.
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Principles and Practices of Financial Management (PPFM)
A detailed technical document is available that explains how we manage the With Profits fund. You can find this on Royal London's PPFM's page - please refer to the Royal London PPFM document v8 (April 2010). -
A guide to how we manage our with profits fund
A plain English guide to the key points of the Royal London PPFM. We will send you a copy with your next yearly statement. You can find this on the Royal London's Guides page - please refer to Guide 6 which covers Scottish Life policies invested in the Royal London fund. The most recent version was published in January 2010. -
Changes to our investment strategy
This leaflet describes the changes we made to the PPFM that came into effect on 1 January 2010, including the changes to our investment strategy.
More details about the changes to our investment strategy
We've produced a leaflet that will answer some of the questions you may have about the changes we've made to our investment strategy.
Contact us
If you have any queries about this mailing or anything else about these changes, please call us on 0845 60 50 050 between 8am and 6pm Monday to Friday, except bank holidays. We are committed to delivering excellent customer service and so we may record and monitor telephone calls for training and quality control purposes.
