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Scottish Life’s Governed Portfolios risk profiled by Distribution Technology

16 May 2012

Scottish Life, the pensions specialist arm of the Royal London Group has contracted Distribution Technology Ltd (DT) to assess the appropriate risk profiles for the nine Governed Portfolios which make up the Governed Range. This means that advisers who use the Dynamic Planner risk profiler as part of their investment process can now use the DT risk ratings to assess the appropriate Governed Portfolio for their clients.

Lorna Blyth, Investment Marketing Manager at Scottish Life, commented:

"The Dynamic Planner risk ratings are used by thousands of advisers in the UK so we are delighted to map our award winning investment proposition to this popular risk profiling tool. Their analysis of our portfolios is robust, well presented and is updated quarterly so advisers can be confident that the risk rating is regularly reviewed to ensure it remains the most appropriate.

"Scottish Life's Governed Portfolios have proved hugely successful in delivering a low cost, risk-graded investment solution designed specifically for pensions. By mapping the portfolios to the DT risk ratings we are strengthening the reach of our proposition to a wider audience and making it easier for advisers who use DT to access our Governed Range."

Phil Morse, Head of Asset Management at Distribution Technology, adds:

"We are delighted that Scottish Life has chosen to risk profile these portfolios with us. Fund Managers are looking for opportunities to demonstrate that their client portfolios and portfolio holdings are 'suitable'. When we risk profile investments, we look at a number of things such as volatility, performance, strategic and tactical asset allocations. On average, 80% of the profile is based on quantitative measures, whereas 20% is qualitative.

"Including the time horizon adds a valuable extra dimension; it helps advisers take elements of capacity for loss into consideration within the investment selection process."

The risk profiles are as follows:

Governed Portfolio Dynamic             Planner Risk Profile
 
1                                                         5
2                                                         4
3                                                         3
4                                                         6
5                                                         5
6                                                         4
7                                                         7
8                                                         6
9                                                         5

-ENDS-

For further information please contact:

Scottish Life

Alasdair Buchanan, Head of Communications    
0131 456 7133
Lorna Blyth, Investment Marketing Manager
0131 470 1360

Redleaf Polhill

Sally Walton
Marlene Scott 
020 7566 6750
 

Editor's Notes:

Distribution Technology Ltd is the UK's leading provider of front office and financial planning technology.

Scottish Life was founded in 1881 in Edinburgh as a proprietary company, becoming a mutual company in 1968.

On 1 July 2001, Scottish Life demutualised and transferred its business to The Royal London Mutual Insurance Society Limited. Scottish Life is a division of Royal London and is the specialist pensions business within the Group, providing individual and group pensions to the market via intermediaries.

Scottish Life and Royal London's other intermediary businesses are based mainly in Edinburgh where 1,070 staff are employed, with 770 working in other parts of the UK and overseas.

Royal London Group is a specialist financial service provider. Its businesses focus on those sectors of the market which value quality propositions, operating through a number of brands:

  • Scottish Life - UK pensions market
  • Bright Grey - UK protection market
  • Scottish Provident - UK protection market
  • Caledonian Life - ROI protection market
  • Royal London 360° - offshore investment markets
  • RLAM - fund management
  • Royal London Plus - life and pensions administration
  • Ascentric/IFDL - Wrap Platform
  • MoneyVista - online financial planning service for consumers

Royal London is the largest mutual life and pensions company in the UK with Group funds under management of £46.8 billion. Group businesses serve around 4 million customers and employ 2,880 people. Figures quoted are as at 31 March 2012.