Supporting financial advice

Tax Year End update (warning)

This message is to give customers information on maintenance for AP3.

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Pension and ISA changes from 6 April 2024: We’re updating relevant communications to reflect the latest pension tax and ISA rules, effective from 6 April 2024. Until that’s complete, you may see references to the previous rules in documents, on our website and when you carry out online transactions. Please take this into account when you make any financial decisions and visit our summary page to Understand how these changes could affect you.

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Working in partnership

We believe getting more people to access advice will improve their financial wellbeing. With our wide range of solutions, investments and support, together, we can help your clients get closer to their financial goals.

Our credentials


£203 billion

assets under administration

(as at 31/12/2023)

Committed to

Net zero

greenhouse gas emissions across our default funds by 2050, and half by 2030*


£23 billion

invested in funds that consider ESG (as at 31 December 2023)

S&P Global

Financial strength A+ rating

(as at February 2024) 


largest investment platform

(Fundscape, Q4, 2023) 

*2030 target based on a start date of 2020, for scope 1 and 2 emissions for listed equity and corporate fixed income only. As measured using carbon footprint.

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