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Lifetime Choice & Classic Fund Updates

Fund Closures - HSBC Legacy Retention fund range - Published: 05 Dec 2017

We will be closing these funds on 7 March 2018. Unfortunately it is not possible to continue running them in light of the small number of policyholders remaining invested. We have provided 3 months written notice to affected policyholders. Click for more details and a copy of our letter.

Fund Closure - Conservative Real Return Fund - Published: 30 Jun 2016

On 8 September 2016 the Conservative Real Return Fund will be closed and all policyholders transferred into an alternative fund available to their policy which has a very similar investment strategy. Policyholders have been written to advising them of their options. Click on this story for more details.

Fund Closures - Investment Solutions Fund Range - Published: 27 May 2016

As a result of closures by the underlying fund provider, HBOS Investment Fund Managers (“HIFML”), on 20 May 2016 we will be closing 12 CMI Investment Solutions funds. Click on this story for more details and to view samples of the policyholder letters we have issued.