Pension Sterling Fund - Additional Information for Trustees

Further to our recent communication regarding the Pension Sterling Fund, the following template letters have been made available for use with the member lists, which were supplied with your letter.

Why are there different letters?

There are five letters in total. Each version is slightly different as the letters have been tailored to suit the circumstances of different customer groups taking into account:

• When the member joined the Pension Sterling Fund
• When they left the Pension Sterling Fund 
• Whether they may have received previous communications regarding the pricing issues earlier in the year 
• Whether or not they are still in the fund

Who should get which letter?

Should you decide to use the template letters, you should refer to the members list for the most appropriate letter for each member. For example:                                                                    

This means Letter 2 is the most appropriate for John Smith, taking into account the factors detailed above.

Who should get a copy of the Customer Information Guide?

You will also find on this page a downloadable PDF of the Customer Information Guide which provides further information regarding the Pension Sterling Fund and the assets it invests in. This is only relevant to customers still invested in the fund, i.e. those receiving Letters 1, 2, and 4.

If you require further assistance or have any queries in connection with the letters, please contact us on 0845 278 5679 (+44 131 245 4081 if calling from outside the UK). Call charges may vary.

Letter 1 - Word Document

Letter 2 - Word Document

Letter 3 - Word Document

Letter 4 - Word Document

Letter 5 - Word Document

Customer Information Guide - PDF Document