For Occupational Scheme Trustees only

business woman working

These pages are not appropriate for private investors, charities, trusts and SSAS/SIPP customers

This section of the website is for the use of Trustees of Occupational Pension Schemes registered in the UK only (professional investors), and is not suitable for, or to be relied upon by, other investors. 

If you are not a Trustee of an Occupational Pension Scheme registered in the UK, please leave this section of the website and enter a different section of the website which is appropriate to you via our investment management landing page.

This section is not appropriate for Trustees of Small Self-Administered Schemes who should visit the SIPP/SSAS section of JLT EB's website.

Please read the following important information regarding the use of this section of the website.  These disclaimer terms and conditions should be read alongside, and are in addition to, the full Regulatory and Legal terms and conditions.

Legal Information This section of the website contains information on funds and services that may be sold, offered or delivered in the UK only. The information in this section of the website does not constitute either an offer to sell; a solicitation; or an offer to buy in a country in which this type of offer or solicitation is unlawful, or in which a person making such an offer or solicitation does not hold the necessary authorisation to do so. 

It is also not directed at investors, in those cases where the law prohibits this type of offer or solicitation from being made. Any requests for further information received from persons not resident in a jurisdiction where the fund for which they are seeking information is registered, may be refused at JLT Investment Management's discretion.

Opinions expressed whether in general or both on the performance of individual funds and in a wider economic context, represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice.

Information on the pages in this section of the website may not be suitable for all investors. Part of this section of the website contains products that are suitable for professional and institutional investors only. It is important you do not rely upon the content of this website for investment decisions. Please consult a suitably qualified and authorised adviser before making any investment or financial decisions.

Investment Risk The value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. You are advised to read the full risk warnings for each specific fund referred to on this website (including, where applicable, the Key Investor Information Document) before investing. This is available by emailing us at JLTIM_Enquiries@jltgroup.com. Any tax reliefs mentioned on the website are those currently available in the UK and may be subject to change. The amount of relief is also dependent on the individual circumstances of the investor and may vary. If you are in any doubt about the suitability of an investment, please contact your financial adviser. 

Regulatory Information and Registered Offices JLT Investment Management Limited. Authorised and regulated by the Financial Conduct Authority. A member of the Jardine Lloyd Thompson Group. Registered Office: The St Botolph Building, 138 Houndsditch, London EC3A 7AW. Registered in England No. 04274915. VAT No. 244 2321 96.