Publication of 2021 Value Assessment
Publication of the 2021 Value Assessment reports for the LF Stakeholder Pension Scheme and the LF Personal Pension Trust
Our funds invest in a range of underlying funds provided by other respected UK fund managers. We work with these professional fund managers to provide a wide choice of funds suitable for pension investment.
We use external fund managers for their expertise and because it creates efficiencies that we can pass on as overall cost savings to you. If you invested separately into each of the underlying funds it could be more expensive.
We invest in funds run by UK fund managers including , Aberdeen Asset Management and Legal & General Investment Management.
How we manage the funds
We select and review this range of funds in conjunction with our investment advisers. All the funds we invest in are subject to extensive due diligence assessments both before and after investment. Our Investment Oversight Committee regularly monitors and reviews the performance of our full fund range, to ensure each fund is meeting its investment objective.
Select your product below to view your relevant fund information.
| Fund name | Category | Sell | Buy | Change | Valuation date | Key documents | FT1 FT2 FT3 FT4 |
|---|---|---|---|---|---|---|---|
| Fund name | Unit price | Valuation date | Key documents | FT5 | |||
| LF Global Developed Index Personal Pension Fund | Equity Funds | 155.63 | 155.63 | -0.26 | 08 Aug 2022 | FT1 FT3 FT4 | |
| LF UK Gilt Personal Pension Fund | Gilt Funds | 272.29 | 272.29 | -0.14 | 08 Aug 2022 | FT1 FT3 FT4 | |
| LF Cautious Managed Personal Pension Fund | Mixed Asset Funds | 355.44 | 355.44 | -0.79 | 08 Aug 2022 | FT1 FT3 FT4 | |
| LF Global Multi-Index Personal Pension Fund | Mixed Asset Funds | 388.72 | 388.72 | -0.03 | 08 Aug 2022 | FT1 FT3 FT4 | |
| LF Cash Personal Pension Fund | Money Market Funds | 151.19 | 151.19 | -0.02 | 08 Aug 2022 | FT1 FT2 FT3 FT4 | |
| LF Global Developed Index Pension Fund | 241.63 | 08 Aug 2022 | FT5 | ||||
| LF Sterling Corporate Bond Index Pension Fund | 199.53 | 08 Aug 2022 | FT5 | ||||
| LF Cash Pension Fund | 143.23 | 08 Aug 2022 | FT5 |
Keep up to date with all the latest news and insight from LFS. Scroll down to find topical articles about pensions and retirement, relevant business commentary and our current press releases.
View all articlesPosted 05 May 2022 | LFS News
Publication of the 2021 Value Assessment reports for the LF Stakeholder Pension Scheme and the LF Personal Pension Trust
Posted 27 Oct 2021 | LFS News
Posted 24 Sep 2021 | LFS News
Posted 30 Jun 2021 | LFS News
Publication of the GAA annual report to unitholders
Posted 06 May 2021 | LFS News
Publication of the 2020 Value Assessment reports for the LF Stakeholder Pension Scheme and the LF Personal Pension Trust
Posted 03 Jul 2020 | LFS News
Update to Link Fund Solutions Covid-19 statement
Posted 26 Jun 2020 | LFS News
Publication of the 2019 Value Assessments for the LF Stakeholder Pension Scheme and the LF Personal Pension Trust
Posted 30 Apr 2020 | LFS News
Publication of the GAA annual report to unitholders
Posted 30 Apr 2019 | LFS News
Publication of the 2019 Value Assessments for the LF Stakeholder Pension Scheme and the LF Personal Pension Trust
Posted 10 Jan 2019 | LFS News
The underlying investment fund into which the fund invests, the Janus Henderson Money Market Unit Trust, is closing and will be replaced by the LGIM Sterling Liquidity Plus Fund (which is managed by Legal and General Investment Management Limited). In addition, the LF Money Markets Pension Fund will be renamed “LF Cash Pension Fund”.
Posted 11 Jan 2019 | LFS News
The underlying investment fund into which the fund invests is the Janus Henderson Money Market Unit Trust. This Fund is closing on 14th January. The LGIM Sterling Lquidity Plus Fund has been identified as a replacement. This is managed by Legal and General Investment Managers Limited
Posted 15 Nov 2017 | LFS News
On 3rd November 2017 Link Administration Holdings Limited completed its purchase of CFML and other companies comprising the Capita Asset Services division of companies owned by Capita plc.
Posted 01 Feb 2017 | CFM News
Significant changes to the Trust and your investment will take place at the end of March 2017.
Posted 20 Oct 2015 | JFM News
Pension fund manager Jessop Fund Managers (JFM) has continued its growth with the acquisition of the Legal & General (UTM) Stakeholder Pension Scheme.
Posted 19 Oct 2015 | JFM News
The business process management firm Capita has acquired Vertex Mortgage Services, which includes Jessop Fund Managers (JFM), for £35 million.
Posted 08 Apr 2015 | JFM News
Jessop Fund Managers (JFM) has launched an income drawdown solution for advised clients with small to medium sized pension pots.
Posted 26 Feb 2015 | Industry
The impending pension changes could raise client expectations beyond realistic levels, David Hughes, managing director of JFM, has warned. Mr Hughes, managing director of the pension investment management firm, said the reforms, which come into force on 6 April, could create fresh challenges for advisers because of client attitudes.
Posted 19 Dec 2014 | Insight
As we move into an era of greater pension freedom, the general public will have more choice and control over how they access the money they have saved for retirement. It will become more important than ever for advisers to help their clients to understand the risks associated with depleting their retirement savings too soon.
Posted 07 Nov 2014 | Insight
I have believed for some time that greater flexibility and simplicity are needed in the pensions market. The government’s changes are certainly a step in the right direction. Savers should have the freedom to choose how to access their money.
Posted 15 Oct 2014 | Industry
The predicted drawdown explosion post-April 2016 is an “excellent opportunity” for advisers, writes David Hughes, but can it be done without administration overload?
Posted 07 Oct 2014 | Industry
A specialist pension asset manager has become the latest to set to exploit a carve-out in the new pensions freedoms that will allow retirees to maintain an annual allowance four times higher than under new drawdown rules if they are already in ‘capped’ drawdown prior to next April.