Pension Access
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Tax treatment depends on your circumstances and is subject to change

Harbour Rock Capital Limited
Restricted Funds Panel

This list represents the funds employed by Harbour Rock Capital in maintaining advisory and discretionary portfolios as at the date of this document. This will change from time to time. Not all funds are available with all pension providers.

Advice automatically includes consideration of pre-existing products and fund ranges held by clients at outset which will be determined at the point of review.

Restricted Panel as at 1st February 2023

Insured Pensions

LV=
Royal London

Platform Pensions (SIPPs)

Aegon ARC
Novia
Parmenion

Funds

Aegon Overseas Eq Tracker
Aegon Prism Multi-Asset 1*
Aegon Prism Multi-Asset 2*
Aegon Prism Multi-Asset 3*
Aegon Prism Multi-Asset 4*
Aegon Prism Multi-Asset 5*
Aegon Prism Global Fixed Income*
Dimensional Global Short Dated Bond
Dimensional Short-Term Investment Grade Fixed Income
Dimensional Sterling Inflation Linked Intermediate Duration Fixed Income
Dimensional World Equity
LV= Invesco Monthly Income Plus (S2)
LV= Vanguard LifeStrategy 100% Equity (S2)
LV= Vanguard Sterling Short-Term Money Market (S2)
Parmenion Emerging Markets Equity
Parmenion Emerging Markets Value and Small Cap
Parmenion Global Equity
Parmenion Global Value and Small Cap Equity
Parmenion Managed Liquidity
Parmenion Short Dated Bond
Parmenion UK Index Linked Gilts
RLP Deposit
RLP Dimensional Emerging Markets Core Equity
RLP Dimensional Global Core Equity
RLP Dimensional Global Targeted Value
RLP Dimensional UK Core Equity
RLP Medium (10yr) Index Linked
RLP Property
RLP Short (5yr) Corporate Bond
RLP Short Duration Global High Yield
RLP Sterling Extra Yield Bond
Scottish Equitable Overseas Corporate Bond Tracker


*Prism Investments Limited (Prism) is a professional investment advisory firm, owned by the Harbour Rock Capital Limited. Prism provides the asset allocation model and oversight for the Prism funds, for which it receives a fee. This is paid from the funds’ annual management charge and is not an additional cost. The fee depends in part on how much money is in these funds.
0800 009 3388
Mon-Fri 9am-5pm

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Pension Access is a trading name of Harbour Rock Capital Limited which is registered in England & Wales as a Limited Company, No. 10290349. Authorised and regulated by the Financial Conduct Authority, No. 754580. Registered Offices: Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD. Telephone: 0800 009 3388. Email: pensionaccess@harbourrockcapital.co.uk
© 2024 Pension Access. All right reserved.
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