Hawthorn Life Investment Proposition Update
Hawthorn Life regularly review the funds we offer to make sure they remain suitable for our customers. We recently completed our latest review in conjunction with Morningstar, our fund-selection advisers. Following this review, one fund will close on the 10th July 2026.
1. Fund Closure
|
Closing Fund |
Replacement Fund (Existing fund) |
|
HLL Franklin Sterling Corporate Bond |
HLL iShares Corporate Bond Index |
We will write to all clients impacted by this fund closure to outline the options available to them.
We will also contact Financial Advisers whose clients are invested in the closing fund.
2. Fund Name Changes
The Martin Currie brand has been rebranded following Franklin Templeton’s decision to align the business under the ClearBridge Investments brand. As a result, the following funds will be renamed.
|
Current Fund Name |
Revised Fund Name |
|
HLL Martin Currie UK Smaller Companies |
HLL FTF ClearBridge UK Smaller Companies |
|
HLL Martin Currie UK Mid Cap |
HLL FTF ClearBridge UK Mid Cap |
If you are invested in either of the above HLL Martin Currie funds, the fund names will automatically change to HLL FTF ClearBridge from 10 July 2026.
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, whilst seeing a financial adviser might have an upfront cost, it could help you avoid making small mistakes that could catch up with you in the long run. Moneyhelper can assist you in describing how financial advice works, the types of advisers you can speak to and when it is appropriate to use a financial adviser. This information is viewable here: www.moneyhelper.org.uk/en/getting-help-and-advice/financial-advisers
Please note that obtaining advice or seeking guidance is a key part of protecting yourself and your family when making any important financial decision.
Pension Wise. Your Money. Your Choice
We encourage you to take advantage of Pension Wise, a government service from MoneyHelper that offers free, impartial guidance about your defined contribution pension options.
An appointment with Pension Wise is free and will help you understand what your overall financial situation will be when you retire. The service will talk you through your options to help you make the right decision. You will also find out about the other factors you need to consider when deciding on your options before retirement.
To book a free appointment call 0800 138 3944 or visit Book a free Pension appointment (moneyhelper.org.uk)