We want to make sure it’s easy for you to fit our Smoothed Return Pension Fund into your existing business processes.

This is why we’ve chosen to build and manage the fund in partnership with Fidelity International - and why you can find it through the Fidelity Adviser Solutions’ award-winning platform.

How we work with Fidelity

  • Standard Life

    Set and govern the strategic asset allocation, risk corridor and mandate for the Fund. We also actively manage liquidity at portfolio level. 

  • Fidelity International

    Is responsible for the underlying buidling blocks, fund selection and staying within the agreed investment mandate. 

  • Fidelity Adviser Solutions

    A leading investment and retirement services platform committed to building long-term relationships with advisory firms. 

A partnership built from strength and experience


When recommending the Smoothed Return Pension Fund, your clients can take confidence from the fact that we’re part of the UK’s largest long-term savings and retirement business, helping around 12m customers with £283bn assets under management.1

Fidelity International is a privately owned and independent Global Investment Business with total client assets of $816.9bn across equities, fixed income, real estate and multi asset solutions, and 2.82m clients worldwide.2

Fidelity Adviser Solutions has a proven track record, managing over £51.6bn of assets, 350k+ clients and trusted by over 4,500 adviser firms.2

1As at 31 December 2023
2As at 31 March 2024

Ready to invest? 

You can help your clients invest in the Smoothed Return Pension Fund on the Fidelity Adviser Solutions platform.

Key documents to support client conversations

Document Client guide

Help clients understand the concept of smoothing and how the fund could be of benefit to them.

View the client guide

 

Document Client suitability wording

Standard wording designed to help you lift and drop into your client suitability reports. 

View our suitability wording

Document Sales aid

All the key headlines across two pages to help guide your client conversations. 

View the sales aid

 

Take a closer look at the Smoothed Return Pension Fund

Explore the detail, download key documents and ask us your burning questions.

  • Our Smoothed Return Pension Fund

    Discover what our Smoothed Return Pension fund can offer your clients.

  • Who is the fund designed for?

    See whether the Smoothed Return Pension Fund is right for your clients.

  • Why now for smoothed funds?

    Understand why you should consider smoothed funds - and the value they can bring during uncertain times.

Money invested is at risk. The value of your clients’ Fund could fall, sometimes frequently or significantly. It isn’t guaranteed and can go down as well as up and they could get back less than they invested. 

The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.