To help get you to the right website, please choose one of the options below
Technical resources
Technical matters
Technical matters
Webinar: tax planning considerations following Labour's first Budget Tax year end planning Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
In this section
Cash funds & portfolios
We understand that cash may form part of the investment strategy for your clients and this can be accommodated on the platform as we offer a range of cash funds and money market portfolios, details of which can be seen below.
Cash funds
Below is a list of cash funds available. To view the distribution yield, please click on the fund name to view the provider factsheet.
Fund name |
ISIN |
SEDOL |
---|---|---|
GB00B1C42332 |
B1C4233 |
|
GB00B1C42449 |
B1C4244 |
|
GB00B4V7NX18 |
B4V7NX1 |
|
GB00B42XLZ68 |
B42XLZ6 |
|
GB00BW1YM199 |
BW1YM19 |
|
GB00BW9Z0K92 |
BW9Z0K9 |
|
GB00BD1RHT82 |
BD1RHT8 |
|
GB00BD1RHR68 |
BD1RHR6 |
|
GB00BJKGG240 |
BJKGG24 |
|
GB00B0CNHB64 |
B0CNHB6 |
|
GB00BVYV8H85 |
BVYV8H8 |
|
GB00BVYV8J00 |
BVYV8J0 |
|
GB00BMNR1H58 |
BMNR1H5 |
|
GB00BMNR1F35 |
BMNR1F3 |
|
GB00B8XYYQ86 |
B8XYYQ8 |
|
GB00B3P2RZ52 |
B3P2RZ5 |
|
GB00BGB6GZ57 |
BGB6GZ5 |
|
GB00BYW8XV16 |
BYW8XV1 |
Money Market Portfolios
For a list of money market portfolios on the platform, please contact your sales contact who can help with this information.