PLATFORM FUNDS TCFD REPORTS

We have a regulatory obligation to provide to you the Task Force on Climate-related Financial Disclosures (TCFD) reports and climate disclosures for the funds you invest in on our platform. Fund managers are required to provide these disclosures where their assets under management exceed £5 billion, however, those not in scope may still choose to do so on a voluntary basis. Links to these disclosures can be accessed below and will be updated regularly.

Investment values can go down as well as up and you may get back less than you paid in. Past performance is not a reliable indicator of future results.

FUND GROUP

BANKING AND INTEREST RATES

More information about our banking partners & the interest paid on Scottish Widows Accounts.

LIFETIME ALLOWANCE CHANGES

From 6 April 2024 the Lifetime Allowance is being replaced with new allowances. View these now.