Important information
We need confirmation that you've read the relevant Key Investor Information Document (KIID) before we proceed with a top up, increase in regular contribution or switching funds.
We also recommend that you read the Supplementary Information Document (SID) which contains our Terms & Conditions and the Costs & Charges Disclosure Documents (CCDD). All these documents, including guidance and application forms are available by visiting our Manage your RLUM ISA or Unit Trust page.
You can read more information about our ISAs and Unit Trusts and information about our Stocks and Shares ISAs.
Keeping you safe from fraud
An Anti–Money Laundering directive has been introduced which means whenever you deal with us we may need to verify your identity or the identity of certain individuals connected to the product. At Royal London we do this electronically to make things easier for you. If you’d like to know more about how we use your information, visit our full privacy notice.
Responsible investor
RLUM Ltd has retained an investment advisor (Royal London Asset Management Ltd ) to undertake the service of the portfolio management for all schemes, through an Investment Management Agreement.
Investment glossary
If you aren't sure what something means, our investment glossary is full of plain English explanations for some of the most commonly used investment terms.
RLUM enhanced climate reporting
Our purpose ‘Protecting today, investing in tomorrow. Together we are mutually responsible’ drives everything we do for our customers and society.
We believe that investing is about more than generating financial returns. As an authorised fund manager entrusted with managing £13b of customers money, we are committed to helping build financial resilience while also acting and investing responsibly in the interests of our customers and the wider society. Details of how we believe we are achieving this can be found in the Task Force on Climate-related Financial disclosures report.
Annual and interim reports
Copies of the Annual & Interim Reports for the RLUM funds can be found on the RLAM website. Or if you prefer you can ring us on 0345 605 7777 (between 8am - 6pm Monday to Friday excluding bank holidays) to request a copy free of charge.
Other documents