Resource library

The resource library is designed to provide current, relevant resources that keep you informed about your investments.

Terms & Conditions
Portfolio Factsheets
Annual Reports
Auto Enrolment
Transfer Forms

Discretionary Management Service Agreement

General Investment Account Key Features and Terms & Conditions

Keeping Your Data Secure

Personal Pension Key Features and Terms & Conditions

SEI Custody Terms & Conditions

Stocks & Shares ISA Features and Terms & Conditions

Defensive Portfolio Factsheet

Cautious Portfolio Factsheet

Balanced Portfolio Factsheet

Growth Portfolio Factsheet

Aggressive Portfolio Factsheet

Thoughts. Actions. Results. - 2012 Annual Report

True Colours - 2013 Annual Report

The Future is Here – 2014 Annual Report

The Story Unfolds - 2015 Annual Report

Strength in Numbers - 2016 Annual Report

Past, Present + Future - 2017 Annual Report

Workplace Pension Terms & Conditions

Employee FAQ

Personal Pension Transfer Form

Pension Transfer Information Sheet

ISA Transfer Form

GIA Transfer Form

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Top Results

  1. If you invest in a Stocks & Shares ISA or General Investment Account, you can withdraw at any time.
  2. It takes around 7 working days to sell your investment and transfer the money to your bank account.
  3. If you invest in a pension you can only with draw funds from the age of X.

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