14/09/2011

More fund choice for your clients.

Market uncertainty, low interest rates, rising inflation, and numerous tax changes - time to review your clients' savings and investments.

To help you satisfy your client’s investment goals, we constantly review the fund choice we make available through our range of investment and savings solutions.

We’ve made new Legal & General external funds available on the products listed below, allowing your clients to invest in additional funds managed by CF7 Investment Management Limited, Fidelity Investment Services and Schroders. We’ve also added a range of portfolio funds from Verbatim Asset Management plc.

• Portfolio Bond (all charging structures)
• Discounted Gift Portfolio Bond
• Select Portfolio Bond
• Portfolio Regular Investment Plan
• Portfolio Plus SIPP
• Portfolio Plus Pension.

Changes to our fund range.

The new funds we are adding to our fund range will be available from 21 September 2011 and full details will be available in our new fund literature.

View the new funds available from 21 September.

Changes to our fund charges.

We will also be making some changes to the fund charges on some existing funds from 21 September 2011. All customers (and their advisers) who are invested in these funds will have been informed of the changes in writing during August 2011. Full details will be in our new fund literature available from 21 September 2011.

View the new fund charges applicable from 21 September.

For more information on our funds, please visit our Funds Centre.

Useful tip - using our Funds Centre.

Interactive Funds A-Z, let’s you select by:

• Sector
• Product
• Fund Manager.

Remember to 'Clear selection' for each new selection you make.

Find out about the recent additions to our range of products.

We’ve designed these products to provide solutions to your clients’ savings and investment needs, and support your transition to RDR.

Select Portfolio Bond – a single premium investment bond.

Portfolio Regular Investment Plan (PRIP) – a regular premium qualifying savings plan.

Find out more today. Talk to your Legal & General Wealth Development Manager, call 0845 273 0008* or, visit our Funds Centre. * Call charges will vary. We may record and monitor calls.

From the
Platforms and Distribution Marketing Team
Savings Division.