Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

Change country site
Current share price:
  1. Home

Edinburgh Fund Managers Plan Pensions

Welcome to the microsite for Edinburgh Fund Managers Group plc Retirement and Death Benefits Plan (“the Plan”).

The Plan is managed by a corporate Trustee, Aberdeen Pension Trustees Limited. This microsite has been set up by the Trustee with support from the sponsoring employer, Aberdeen Asset Management plc (part of the abrdn group), so that members and other parties can access certain documents relating to the Plan.

Legislation has been introduced to encourage transparency of trustees’ investment policies for occupational schemes in the UK. Part of these requirements are for trustees to make certain documentation available on a publicly accessible website, and any such documents will be made available on this microsite.

For members of the Plan seeking other information about their benefits, please contact the Plan administrator. Contact details are shown below.

Postal address:
Edinburgh Fund Managers Group plc Retirement and Death Benefits Plan
c/o Mercer Limited,
Maclaren House,
Talbot Road,
Stretford,
Manchester M32 0FP

Please ensure you quote the Plan name and your NI number in any correspondence.

Online:
Members, dependants and their advisers can contact the Plan administrator, Mercer Limited, using its secure online portal: www.contact.mercer.com

No pre-registration is required.

Pensioner helpline (existing pensioners only): 0345 602 4710

Available documents on this site:

Statement of Investment PrinciplesOpens in new window

The Statement of Investment Principles (or ‘SIP’) is a written statement agreed by the Trustee, which sets out the governing principles followed when investing the Plan’s assets. There are detailed requirements for the contents of a SIP, and it is prepared in accordance with all relevant legislation and best-practice guidelines. The SIP is reviewed and updated periodically by the Trustee, to reflect any changes to the Plan’s investment strategy or regulatory requirements. The sponsoring employer is also consulted when any changes to the SIP are considered.

Annual Engagement Policy Implementation StatementOpens in new window

The implementation statement demonstrates how the Trustee’s policies set out in the Statement of Investment Principles have been adhered to over the previous year.