As part of our regular governance, we’re making some minor changes to some of our fund descriptions to make sure they better reflect the way it’s invested. These changes will take effect from 31 May 2024. 

What’s changing? 

Individual clients who are invested in one or more of the following Sustainable Multi Asset Pre-Retirement funds have already been contacted: 

Fund Code Fund Name
HCGK Standard Life Sustainable Multi Asset Pre Retirement
(Annuity 10 Year) Pension Fund
DBJJ   Standard Life Sustainable Multi Asset Pre Retirement
(Drawdown 10 Year) Pension Fund  
MAFK   Standard Life Sustainable Multi Asset Pre Retirement
(Lump Sum 10 Year) Pension Fund
MLIE   Standard Life Sustainable Multi Asset Pre Retirement
(Universal 10 Year) Pension Fund
DBPN   Standard Life Sustainable Multi Asset Pre Retirement
(Universal Series 3) Pension Fund
MAMI   Standard Life Sustainable Multi Asset Pre Retirement
(AP Annuity) Pension Fund
LPNI Standard Life Sustainable Multi Asset Pre Retirement
(AP Drawdown) Pension Fund  
KNAB   Standard Life Sustainable Multi Asset Pre Retirement
(AP Lump Sum) Pension Fund
BDAE Standard Life Sustainable Multi Asset Pre Retirement
(AP Universal) Pension Fund  
JJJP   Standard Life Sustainable Multi Asset Pre Retirement
(PP Annuity) Pension Fund  
GGBF   Standard Life Sustainable Multi Asset Pre Retirement
(PP Drawdown) Pension Fund  
BEMA   Standard Life Sustainable Multi Asset Pre Retirement
(PP Lump Sum) Pension Fund
KKFF   Standard Life Sustainable Multi Asset Pre Retirement
(PP Universal) Pension Fund  

These funds are designed to be used as part of a lifestyle profile 

These funds are designed to be used as part of a glidepath as clients begin to move towards their retirement. 

The investment strategy for these funds stays the same and there will be no change to the way your clients’ money is invested. 

What you might want to do next  

Most of these clients don’t need to take any action. For some others either you or they may want to consider where they’re invested and if it’s right for them in line with the service you offer them.  

You might want to review the changes we’re making and decide if you want to contact your clients. 

 

The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.