HLD Investment Proposition Update - Quarter 4 2019

Hawthorn Life continually reviews its fund offering to ensure it remains fit for purpose. Following our latest review, we have decided to close both the HLL Investec Cautious Managed fund and the HLL JP Morgan Natural Resources fund. These funds will close on the 22nd November 2019. We will be writing to clients invested in these closing funds to outline the changes. We will also be writing to Financial Advisers that have clients invested in these funds.

We would also like to make our customers aware of two fund name changes:

  • HLL Aberdeen World Equity is being renamed to HLL ASI Global Equity fund
  • HLL Franklin UK Corporate Bond is being renamed to HLL Franklin Sterling Corporate Bond Fund.
  • These fund name changes will also be effected on 22nd November 2019.

    Financial Advice

    Before you make any decisions, we would strongly recommend you speak to your Financial Adviser. If you do not have a financial adviser, you can find one in your area by visiting https://www.unbiased.co.uk. Please note that seeking guidance or advice is a key part of protecting yourself and your family when making this important decision.

    Pension Wise. Your Money. Your Choice

    We encourage you to take advantage of Pension Wise which is a free and impartial service set up by HM Treasury to help you to understand what your options are for taking the benefits from your Pension. You will be able to get help on the Pension Wise website, over the phone or face to face about the following:

    • what you can do with your pension pot;
    • the different pension types and how they work; and
    • what is tax-free and what is not.

    To find out more information about this new service please visit https://www.gov.uk/pensionwise. Alternatively, phone or face to face meetings can be arranged by calling 0800 138 3944 between 8am and 8pm, Monday to Friday.

    Other useful links

    You can find more information about the changes introduced by the 2014 budget by visiting: