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 50 of the Utmost Life and Pensions Statutory Accounts 2020.
Notes for Group Scheme Members:
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 2021 were measured as follows:
Whilst still dealing with the impact of the Covid pandemic, the results for all heritage Equitable Life business for 2021 were as follows:
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.
Allied Pension Trustees Ltd
Atos IT Services UK Limited
Barnett Waddingham LLP
BWCI Insurance Management Services Ltd
Canada Life Ltd
Electoral Reform Services
Ernst & Young LLP
Experian Ltd (to become Bottomline Technologies from 1 January 2020)
Freshfields Bruckhaus Deringer LLP
Hogan Lovells International LLP
JLT Benefit Solutions
Mimecast Services Ltd
Oasis UK (formerly Box-it South Midlands)
Paragon Customer Communications (part of Innovative Output Solutions Limited)
Penn, Schoen and Berland Associates Inc.
Pitman Trustees limited (PTL)
Royal Mail Group Ltd
Supercheck de (German) Euro-Pro
Swiss Re Life & Health Ltd
Swiss Re Europe S.A
Totalpost Mailing & Mechanisation ltd
Transunion Information Group (formerly Call Credit)
Vero Screening Limited
Willis Towers Watson