For more information on the funds we offer and their charges including annual management charges and transaction charges, please view our Investment Funds page.
Utmost Life and Pensions have a guide which explains how our unit linked funds work and describes the standards and principles that we apply to managing them - please click here to view this Guide.
For information on how Utmost Life and Pensions assets are measured at fair value, please see page 47 of the Utmost Life and Pensions Statutory Accounts 2023.
Notes for Group Scheme Members:
This fund is only available to those schemes which already hold investments in the Clerical Medical With-Profits fund. It is not possible to pay new contributions or switch into this fund.
We have provided a document addressing the key points covered by Code of Practice no:13 – Governance and administration of occupational trust-based schemes providing money purchase benefits
Service Level Agreements
Service Level Agreements during 2023 were measured as follows:
All Service Level Agreements were met during 2023.
Trust Deed and Scheme Rules for a Group Money Purchase Scheme
If you are a trustee of a Group Money Purchase scheme and you require a copy of the Group Money Purchase scheme rules please Contact Us.
We do not hold a copy of the trust deed this should be held by your scheme trustees.
From time to time we may share your data with one or more of our service providers. The companies listed below may receive, transmit, store or process the data. All our service providers are required to hold personal data securely, only for as long as reasonably necessary and in accordance with data protection laws.
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Apogee Corporation Limited
Atos IT Services UK Limited
Barclays Bank
Bottomline Technologies
Canada Life Ltd
Dow Jones
Fieldfisher LLP
Gen Re
HSBC Bank Plc
ISIS Papyrus
J P Morgan Asset Management
LBG (Reassurance)
Lexis Nexis
Liverpool Victoria
Mazars LLP
Mimecast Services Ltd
Oasis UK
Paragon Customer Communications
PricewaterhouseCoopers LLP
Royal Mail Group Ltd
Shred-IT
Supercheck de (German) Euro-Pro
Swiss Re Life & Health Ltd
Twofold Limited
Unio Ltd
Willis Towers Watson
ZEDRA Limited