Group Pensions

For an update and information about how we will be supplying data required for Pensions Dashboards can be found here

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 41 of the Utmost Life and Pensions Statutory Accounts 2024.

Notes for Group Scheme Members:

• Your Trustees decide which unit-linked funds their members can invest in and you will need to contact them directly to find out what funds are available
• We can only accept a switch instruction from the Trustees, their administrators or members of the NHS AVC Schemes
• If you are a member of a group scheme (other than the NHS) and would like to switch where your savings are invested, please contact your Trustees and they will arrange this for you

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.

Summary

Investment Factsheet

Bonus Rates

Market Value Reduction Rates

For our Chair Statement please click here.

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.

Currently we share Group Scheme information with the following companies

abrdn

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

45M414 - Utmost Supplementary Auditor Information

General Information Leaflet - Group Money Purchase Pension Scheme

General Information Leaflet - AVC Pension Scheme

General Information Leaflet - Trustee Investment