BlackRock Life Limited transfer to Scottish Equitable plc

BlackRock Life Limited (BLL) has decided to sell and transfer the majority of its Defined Contribution (DC) platform and administration business to Scottish Equitable plc (Scottish Equitable). Scottish Equitable is part of Aegon UK.

BLL has written to all relevant policyholders to notify them about the proposed transfer.

If you are a member from Guernsey, please click here to find relevant information for you - Guernsey member page.

This website provides copies of the information packs sent to all policyholders. Examples of all key documents are displayed below.

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COURT PROCESS:

  • 7 March 2018 - The UK High Court Directions hearing where the Court authorised BlackRock and Scottish Equitable to proceed with the communication exercise to policyholders.
  • 21 June 2018 – The UK High Court approved the transfer proposals on 21 June 2018. The period for objections closed on 21 June 2018. The High Court took into consideration the views of our policyholders and regulators before approving the Scheme.
  • 1 July 2018 – The Scheme of transfer, which was approved by the High Court on 21 June 2016, took effect from 1 July 2018.

REPORTS:

    • Independent Expert’s (“IE”) report – the full report has details of the effects of the proposed transfer on both BLL and Scottish Equitable policyholders and how each conclusion has been reached. It has been prepared primarily for the benefit of the Court.
    • Summary of the Independent Expert’s report – provides an overview of the transfer and sets out the Independent Expert’s conclusions on the effect of the transfer on policyholders. It’s been created to give policyholders a good understanding of the terms of the Scheme, associated fund changes and the consequences for their policies.
    • Summary of the Independent Expert’s conclusions – provides an outline of the consequences of the transfer and associated fund changes for policyholders, and in particular for those transferring from Black Rock Life Limited to Scottish Equitable plc. The language used is less technical than that in the fuller versions of the IE’s reports. It is expected that a high proportion of policyholders will rely solely on this document in considering the proposed transfer.
    • Supplementary report of the Independent Expert – The purpose of this report is to provide an updated assessment of the likely effects of the proposed Transfer and to address any areas for which information was not available at the time the IE prepared his main report. The IE has also considered whether the conclusions reached in his main report remain valid in the light of updated financial information received, any other relevant significant events subsequent to the date of finalisation of his main report, and any policyholder objections to the Scheme notified to the IE prior to the date of this report. This supplementary report should be read alongside his main report.
    • Chief Actuary’s report – the BlackRock Life Limited’s Chief Actuary’s view of how customers will be affected.
    • Supplementary report of the Chief Actuary – the BlackRock Life Limited’s Chief Actuary has continued to review the proposals and the impacts on customers. His latest report considers any changes since his last report, including his assessment of customer objections received. This report should be read alongside his first report.

LEGAL DOCUMENTS:

EXAMPLES OF POLICYHOLDER COMMUNICATIONS

If you have any queries or concerns you can contact us:

By phone:

  • UK Freephone: 0345 601 7721
  • International: +44 (0)1733  355 819

By email:

By writing to us:

Aegon Workplace Investing

PO Box 17486

Edinburgh

EH12 1NU

Some of the fund names are changing, please see the list below for a list of the funds affected: Please note that the Stock Exchange Daily Official List (SEDOL) numbers for these funds are NOT changing.

  • DC funds Proposed name (provisional)
    BlackRock DC Aquila (40:60) Global Equity Index Aegon BlackRock 40/60 Global Equity Index (BLK)
    BlackRock DC Aquila (50:50) Global Equity Aegon BlackRock 50/50 Global Equity Index (BLK)
    BlackRock DC Aquila (60:40) Global Equity Index Aegon BlackRock 60/40 Global Equity Index (BLK)
    BlackRock DC Aquila (70:30) Global Equity Aegon BlackRock 70/30 Global Equity Index (BLK)
    BlackRock DC Aquila 30:70 Ccy Hgd Global Eq Idx Aegon BlackRock 30/70 Currency Hedged Global Equity Index (BLK)
    BlackRock DC Aquila 30:70 Global Equity Index Aegon BlackRock 30/70 Global Equity Index (BLK)
    BlackRock DC Aquila 5-15 Year UK Gilt Idx Aegon BlackRock 5-15 Years UK Gilt Index (BLK)
    BlackRock DC Aquila All Stocks UK Gilt Aegon BlackRock All Stocks UK Gilt Index (BLK)
    BlackRock DC Aquila All Stocks UK ILG Idx Aegon BlackRock All Stocks UK Index-Linked Gilt Index (BLK)
    BlackRock DC Aquila Balanced Index Aegon BlackRock Balanced Index (BLK)
    BlackRock DC Aquila Cash Aegon BlackRock Cash Index (BLK)
    BlackRock DC Aquila Ccy Hdg Overseas Equity Idx Aegon BlackRock Currency Hedged Overseas Equity Index (BLK)
    BlackRock DC Aquila Consensus Index Aegon BlackRock Consensus Index (BLK)
    BlackRock DC Aquila Corporate Bond All Stocks Idx Aegon BlackRock Corporate Bond All-Stocks Index (BLK)
    BlackRock DC Aquila Currency Hedged Global Eq Idx Aegon BlackRock Currency Hedged Global Equity Index (BLK)
    BlackRock DC Aquila Currency Hedged MSCI World Index Aegon BlackRock MSCI Currency Hedged World Index (BLK)
    BlackRock DC Aquila Emerging Markets Equity Idx Aegon BlackRock Emerging Markets Equity Index (BLK)
    BlackRock DC Aquila European Equity Index Aegon BlackRock European Equity Index (BLK)
    BlackRock DC Aquila Global Developed Fdmtl W Aegon BlackRock Global Developed Fundamental Weighted Index (BLK)
    BlackRock DC Aquila Global Minimum Volatility Idx Aegon BlackRock Global Minimum Volatility Index (BLK)
    BlackRock DC Aquila Japanese Equity Index Aegon BlackRock Japanese Equity Index (BLK)
    BlackRock DC Aquila Life Market Advantage Aegon BlackRock Market Advantage (BLK)
    BlackRock DC Aquila MSCI World Index Aegon BlackRock MSCI World Index (BLK)
    BlackRock DC Aquila Over 15 Year Corp Bond Aegon BlackRock Over 15 Years Corporate Bond Index (BLK)
    BlackRock DC Aquila Over 15 Year Gilt Index Aegon BlackRock Over 15 Years Gilt Index (BLK)
    BlackRock DC Aquila Over 5 Yr Idx Linked Gilt Idx Aegon BlackRock Over 5 Years Index-Linked Gilt Index (BLK)
    BlackRock DC Aquila Overseas Consensus Aegon BlackRock Overseas Consensus (BLK)
    BlackRock DC Aquila Pacific Rim Equity Index Aegon BlackRock Pacific Rim Equity Index (BLK)
    BlackRock DC Aquila UK Equity Index Aegon BlackRock UK Equity Index (BLK)
    BlackRock DC Aquila UK Smaller Companies Aegon BlackRock UK Smaller Companies Equity Index (BLK)
    BlackRock DC Aquila Up to 5 Year Corp Bond Idx Aegon BlackRock Up To 5 Years Corporate Bond Index (BLK)
    BlackRock DC Aquila Up to 5 Year UK Gilt Index Aegon BlackRock Up To 5 Years UK Gilt Index (BLK)
    BlackRock DC Aquila Up to 5 Years I/L Gilt Aegon BlackRock Up To 5 Years Index-Linked Gilt Index (BLK)
    BlackRock DC Aquila US Equity Index Aegon BlackRock US Equity Index (BLK)
    BlackRock DC Aquila World (Ex-UK) Equity Aegon BlackRock World (ex-UK) Equity Index (BLK)
    BlackRock DC 50/50 Global Growth Aegon BlackRock 50/50 Global Growth (BLK)
    BlackRock DC 60/40 Global Growth Aegon BlackRock 60/40 Global Growth (BLK)
    BlackRock DC 70/30 Global Growth Aegon BlackRock 70/30 Global Growth (BLK)
    BlackRock DC Absolute Return Bond Aegon BlackRock Absolute Return Bond (BLK)
    BlackRock DC Alpha Smaller Companies Aegon BlackRock Alpha Smaller Companies (BLK)
    BlackRock DC American Growth Aegon BlackRock American Growth (BLK)
    BlackRock DC Balanced Growth Aegon BlackRock Balanced Growth (BLK)
    BlackRock DC Cash Aegon BlackRock Cash (BLK)
    BlackRock DC Cautious Diversified Growth Aegon BlackRock Cautious Diversified Growth (BLK)
    BlackRock DC Consensus 85 Fund Aegon BlackRock Consensus 85 (BLK)
    BlackRock DC Corporate Bond Aegon BlackRock Corporate Bond (BLK)
    BlackRock DC Diversified Growth Aegon BlackRock Diversified Growth (BLK)
    BlackRock DC Diversified Growth Plus Aegon BlackRock Diversified Growth Plus (BLK)
    BlackRock DC Dynamic Allocation Aegon BlackRock Dynamic Allocation (BLK)
    BlackRock DC Dynamic Return Strategy Aegon BlackRock Dynamic Return Strategy (BLK)
    BlackRock DC European Growth Aegon BlackRock European Growth (BLK)
    BlackRock DC Fixed Income Global Opportunities Aegon BlackRock Fixed Income Global Opportunities (BLK)
    BlackRock DC Global Multi Asset Aegon BlackRock Global Multi Asset (BLK)
    BlackRock DC Global Multi Asset Income Aegon BlackRock Global Multi Asset Income (BLK)
    BlackRock DC Global Property Securities Aegon BlackRock Global Property Securities (BLK)
    BlackRock DC Gold & General Aegon BlackRock Gold & General (BLK)
    BlackRock DC Index Linked Gilt Aegon BlackRock Index-Linked Gilt (BLK)
    BlackRock DC Institutional Emerging Markets Aegon BlackRock Emerging Markets (BLK)
    BlackRock DC Japanese Growth Aegon BlackRock Japanese Growth (BLK)
    BlackRock DC LifePath 2017 Aegon BlackRock LifePath 2017 (BLK)
    BlackRock DC LifePath 2018 Aegon BlackRock LifePath 2018 (BLK)
    BlackRock DC LifePath 2019 Aegon BlackRock LifePath 2019 (BLK)
    BlackRock DC LifePath 2020 Aegon BlackRock LifePath 2020 (BLK)
    BlackRock DC LifePath 2021 Aegon BlackRock LifePath 2021 (BLK)
    BlackRock DC LifePath 2022 Aegon BlackRock LifePath 2022 (BLK)
    BlackRock DC LifePath 2023 Aegon BlackRock LifePath 2023 (BLK)
    BlackRock DC LifePath 2024 Aegon BlackRock LifePath 2024 (BLK)
    BlackRock DC LifePath 2025 Aegon BlackRock LifePath 2025 (BLK)
    BlackRock DC LifePath Capital 2016-2018 Aegon BlackRock LifePath Capital 2016-2018 (BLK)
    BlackRock DC LifePath Capital 2019-2021 Aegon BlackRock LifePath Capital 2019-2021 (BLK)
    BlackRock DC LifePath Capital 2022-2024 Aegon BlackRock LifePath Capital 2022-2024 (BLK)
    BlackRock DC LifePath Capital 2025-2027 Aegon BlackRock LifePath Capital 2025-2027 (BLK)
    BlackRock DC LifePath Capital 2028-2030 Aegon BlackRock LifePath Capital 2028-2030 (BLK)
    BlackRock DC LifePath Capital 2031-2033 Aegon BlackRock LifePath Capital 2031-2033 (BLK)
    BlackRock DC LifePath Capital 2034-2036 Aegon BlackRock LifePath Capital 2034-2036 (BLK)
    BlackRock DC LifePath Capital 2037-2039 Aegon BlackRock LifePath Capital 2037-2039 (BLK)
    BlackRock DC LifePath Capital 2040-2042 Aegon BlackRock LifePath Capital 2040-2042 (BLK)
    BlackRock DC LifePath Capital 2043-2045 Aegon BlackRock LifePath Capital 2043-2045 (BLK)
    BlackRock DC LifePath Capital 2046-2048 Aegon BlackRock LifePath Capital 2046-2048 (BLK)
    BlackRock DC LifePath Capital 2049-2051 Aegon BlackRock LifePath Capital 2049-2051 (BLK)
    BlackRock DC LifePath Capital 2052-2054 Aegon BlackRock LifePath Capital 2052-2054 (BLK)
    BlackRock DC LifePath Capital 2055-2057 Aegon BlackRock LifePath Capital 2055-2057 (BLK)
    BlackRock DC LifePath Capital 2058-2060 Aegon BlackRock LifePath Capital 2058-2060 (BLK)
    BlackRock DC LifePath Capital 2061-2063 Aegon BlackRock LifePath Capital 2061-2063 (BLK)
    BlackRock DC LifePath Capital 2064-2066 Aegon BlackRock LifePath Capital 2064-2066 (BLK)
    BlackRock DC LifePath Capital 2067-2069 Aegon BlackRock LifePath Capital 2067-2069 (BLK)
    BlackRock DC LifePath Capital 2070-2072 Aegon BlackRock LifePath Capital 2070-2072 (BLK)
    BlackRock DC LifePath Capital 2073-2075 Aegon BlackRock LifePath Capital 2073-2075 (BLK)
    BlackRock DC LifePath Flexi Aegon BlackRock LifePath Flexi (BLK)
    BlackRock DC LifePath Flexi 2016-2018 Aegon BlackRock LifePath Flexi 2016-2018 (BLK)
    BlackRock DC LifePath Flexi 2019-2021 Aegon BlackRock LifePath Flexi 2019-2021 (BLK)
    BlackRock DC LifePath Flexi 2022-2024 Aegon BlackRock LifePath Flexi 2022-2024 (BLK)
    BlackRock DC LifePath Flexi 2025-2027 Aegon BlackRock LifePath Flexi 2025-2027 (BLK)
    BlackRock DC LifePath Flexi 2028-2030 Aegon BlackRock LifePath Flexi 2028-2030 (BLK)
    BlackRock DC LifePath Flexi 2031-2033 Aegon BlackRock LifePath Flexi 2031-2033 (BLK)
    BlackRock DC LifePath Flexi 2034-2036 Aegon BlackRock LifePath Flexi 2034-2036 (BLK)
    BlackRock DC LifePath Flexi 2037-2039 Aegon BlackRock LifePath Flexi 2037-2039 (BLK)
    BlackRock DC LifePath Flexi 2040-2042 Aegon BlackRock LifePath Flexi 2040-2042 (BLK)
    BlackRock DC LifePath Flexi 2043-2045 Aegon BlackRock LifePath Flexi 2043-2045 (BLK)
    BlackRock DC LifePath Flexi 2046-2048 Aegon BlackRock LifePath Flexi 2046-2048 (BLK)
    BlackRock DC LifePath Flexi 2049-2051 Aegon BlackRock LifePath Flexi 2049-2051 (BLK)
    BlackRock DC LifePath Flexi 2052-2054 Aegon BlackRock LifePath Flexi 2052-2054 (BLK)
    BlackRock DC LifePath Flexi 2055-2057 Aegon BlackRock LifePath Flexi 2055-2057 (BLK)
    BlackRock DC LifePath Flexi 2058-2060 Aegon BlackRock LifePath Flexi 2058-2060 (BLK)
    BlackRock DC LifePath Flexi 2061-2063 Aegon BlackRock LifePath Flexi 2061-2063 (BLK)
    BlackRock DC LifePath Flexi 2064-2066 Aegon BlackRock LifePath Flexi 2064-2066 (BLK)
    BlackRock DC LifePath Flexi 2067-2069 Aegon BlackRock LifePath Flexi 2067-2069 (BLK)
    BlackRock DC LifePath Flexi 2070-2072 Aegon BlackRock LifePath Flexi 2070-2072 (BLK)
    BlackRock DC LifePath Flexi 2073-2075 Aegon BlackRock LifePath Flexi 2073-2075 (BLK)
    BlackRock DC LifePath Mature Aegon BlackRock LifePath Mature (BLK)
    BlackRock DC LifePath Retirement Aegon BlackRock LifePath Retirement (BLK)
    BlackRock DC LifePath Retirement 2016-18 Aegon BlackRock LifePath Retirement 2016-18 (BLK)
    BlackRock DC LifePath Retirement 2019-21 Aegon BlackRock LifePath Retirement 2019-21 (BLK)
    BlackRock DC LifePath Retirement 2022-24 Aegon BlackRock LifePath Retirement 2022-24 (BLK)
    BlackRock DC LifePath Retirement 2025-27 Aegon BlackRock LifePath Retirement 2025-27 (BLK)
    BlackRock DC LifePath Retirement 2028-30 Aegon BlackRock LifePath Retirement 2028-30 (BLK)
    BlackRock DC LifePath Retirement 2031-33 Aegon BlackRock LifePath Retirement 2031-33 (BLK)
    BlackRock DC LifePath Retirement 2034-36 Aegon BlackRock LifePath Retirement 2034-36 (BLK)
    BlackRock DC LifePath Retirement 2037-39 Aegon BlackRock LifePath Retirement 2037-39 (BLK)
    BlackRock DC LifePath Retirement 2040-42 Aegon BlackRock LifePath Retirement 2040-42 (BLK)
    BlackRock DC LifePath Retirement 2043-45 Aegon BlackRock LifePath Retirement 2043-45 (BLK)
    BlackRock DC LifePath Retirement 2046-48 Aegon BlackRock LifePath Retirement 2046-48 (BLK)
    BlackRock DC LifePath Retirement 2049-51 Aegon BlackRock LifePath Retirement 2049-51 (BLK)
    BlackRock DC LifePath Retirement 2052-54 Aegon BlackRock LifePath Retirement 2052-54 (BLK)
    BlackRock DC LifePath Retirement 2055-57 Aegon BlackRock LifePath Retirement 2055-57 (BLK)
    BlackRock DC LifePath Retirement 2058-60 Aegon BlackRock LifePath Retirement 2058-60 (BLK)
    BlackRock DC LifePath Retirement 2061-63 Aegon BlackRock LifePath Retirement 2061-63 (BLK)
    BlackRock DC LifePath Retirement 2064-66 Aegon BlackRock LifePath Retirement 2064-66 (BLK)
    BlackRock DC LifePath Retirement 2067-69 Aegon BlackRock LifePath Retirement 2067-69 (BLK)
    BlackRock DC LifePath Retirement 2070-72 Aegon BlackRock LifePath Retirement 2070-72 (BLK)
    BlackRock DC LifePath Retirement 2073-75 Aegon BlackRock LifePath Retirement 2073-75 (BLK)
    BlackRock DC LifePath Retirement Year Aegon BlackRock LifePath Retirement Year (BLK)
    BlackRock DC Long Gilt Aegon BlackRock Long Gilt (BLK)
    BlackRock DC Market Advantage Strategy Aegon BlackRock Market Advantage Strategy (BLK)
    BlackRock DC Pacific Growth Aegon BlackRock Pacific Growth (BLK)
    BlackRock DC Pre-Retirement Aegon BlackRock Pre-Retirement (BLK)
    BlackRock DC Property Aegon BlackRock Property (BLK)
    BlackRock DC Sterling Bond Aegon BlackRock Sterling Bond (BLK)
    BlackRock DC Sterling Government Liquidity Aegon BlackRock Sterling Government Liquidity (BLK)
    BlackRock DC Strategic Accumulation Aegon BlackRock Strategic Accumulation (BLK)
    BlackRock DC UK Equity Optimum Aegon BlackRock UK Equity Optimum (BLK)
    BlackRock DC UK Focus Aegon BlackRock UK Focus (BLK)
    BlackRock DC UK Fund Aegon BlackRock UK Equity (BLK)
    BlackRock DC UK Growth Aegon BlackRock UK Growth (BLK)
    BlackRock DC UK Income Aegon BlackRock UK Income (BLK)
    BlackRock DC UK Special Situations Aegon BlackRock UK Special Situations (BLK)
    BlackRock Managed Portfolio Aegon BlackRock Managed Portfolio (BLK)
    BlackRock UK Equity Index Tracker Aegon BlackRock UK Equity Index Tracker (BLK)
    BlackRock US Equity Index Tracker Aegon BlackRock US Equity Index Tracker (BLK)
    BlackRock 50/50 Global Equity Index Tracker Aegon BlackRock 50/50 Global Equity Index Tracker (BLK)
    BlackRock 60/40 Global Equity Index Tracker Aegon BlackRock 60/40 Global Equity Index Tracker (BLK)
    BlackRock Europe Ex UK Equity Index Tracker Aegon BlackRock Europe (ex-UK) Equity Index Tracker (BLK)
    BlackRock Globalisation Aegon BlackRock Globalisation (BLK)
    Blackrock Architas Diversified Real Assets Aegon Architas Diversified Real Assets (BLK)
    BlackRock Architas MA Passive Moderate Aegon Architas Multi-Asset (MA) Passive Moderate (BLK)
    BlackRock Artemis UK Special Situations Aegon Artemis UK Special Situations (BLK)
    BlackRock AXA Framlington UK Select Opportunities Aegon AXA Framlington UK Select Opportunities (BLK)
    BlackRock BNY Mellon Long Term Global Eq Aegon BNY Mellon Long-Term Global Equity (BLK)
    BlackRock BoI Fixed Income Aegon BoI Fixed Income (BLK)
    BlackRock DC Newton Global Dynamic Bond Aegon Newton Global Dynamic Bond (BLK)
    BlackRock Dimensional Emerging Markets Aegon Dimensional Emerging Markets (BLK)
    BlackRock HSBC Amanah Aegon HSBC Amanah (BLK)
    BlackRock Insight Broad Opportunities Aegon Insight Broad Opportunities (BLK)
    BlackRock Invesco Balanced Risk 8 Aegon Invesco Perpetual Balanced Risk 8 (BLK)
    BlackRock Invesco Global Targeted Return Aegon Invesco Perpetual Global Targeted Returns (BLK)
    BlackRock Invesco Pensions European Equity Aegon Invesco Pensions European Equity (BLK)
    BlackRock Invesco Pensions Global Equity Aegon Invesco Pensions Global Equity (BLK)
    BlackRock Invesco Pensions Managed Aegon Invesco Pensions Managed (BLK)
    BlackRock Invesco Perpetual Cash Aegon Invesco Perpetual Cash (BLK)
    BlackRock Investec Diversified Growth Aegon Investec Diversified Growth (BLK)
    BlackRock Investec Emerging Market Debt Aegon Investec Emerging Market Debt (BLK)
    BlackRock Investec Global Dynamic Aegon Investec Global Dynamic (BLK)
    BlackRock JP Morgan All-Emerging Markets Aegon JPMorgan All-Emerging Markets Equity (BLK)
    BlackRock JP Morgan Asia Equity Aegon JPMorgan Asia Equity (BLK)
    BlackRock JP Morgan Continental Europe Select Eq Aegon JPMorgan Continental Europe Select Equity (BLK)
    BlackRock JP Morgan Global Dynamic Aegon JPMorgan Global Dynamic (BLK)
    BlackRock Jupiter Ecology Aegon Jupiter Ecology (BLK)
    BlackRock Jupiter UK Alpha Aegon Jupiter UK Alpha (BLK)
    BlackRock Kames Absolute Return Bond Aegon Kames Absolute Return Bond (BLK)
    BlackRock Kames Ethical Equity Aegon Kames Ethical Equity (BLK)
    BlackRock LGIM AAA-AA-A Corp Bond Over 15 Yr Idx Aegon LGIM AAA-AA-A Corporate Bond Over 15 Years Index (BLK)
    BlackRock LGIM Asia Pacific (ex Japan) Index Aegon LGIM Asia Pacific (ex Japan) Equity Index (BLK)
    BlackRock LGIM Diversified Fund Aegon LGIM Diversified (BLK)
    BlackRock LGIM Ethical Global Equity Index Aegon LGIM Ethical Global Equity Index (BLK)
    BlackRock LGIM Ethical UK Equity Index Aegon LGIM Ethical UK Equity Index (BLK)
    BlackRock LGIM Europe (ex UK) Index Aegon LGIM Europe (ex UK) Index (BLK)
    BlackRock LGIM Global Equity (50:50) Index Aegon LGIM Global Equity (50:50) Index (BLK)
    BlackRock LGIM Global Equity (60:40) Index AegonLGIM Global Equity (60:40) Index (BLK)
    BlackRock LGIM Global Equity 30:70 Ccy Hdg Idx Aegon LGIM Global Equity (30:70) Currency Hedged Index (BLK)
    BlackRock LGIM Inflation Linked Pre-Retirement Aegon LGIM Inflation Linked Pre-Retirement (BLK)
    BlackRock LGIM Infrastructure Index Aegon LGIM Infrastructure Index (BLK)
    BlackRock LGIM Japan Index Aegon LGIM Japan Equity Index (BLK)
    BlackRock LGIM Multi Asset Aegon LGIM Multi Asset (BLK)
    BlackRock LGIM North American Index Aegon LGIM North America Equity Index (BLK)
    BlackRock LGIM Overseas Consensus Index Aegon LGIM Overseas Equity Consensus Index (BLK)
    BlackRock LGIM Pre-Retirement Aegon LGIM Pre-Retirement (BLK)
    BlackRock LGIM UK Equity Index Aegon LGIM UK Equity Index (BLK)
    BlackRock LGIM World (ex UK) Equity Index Aegon LGIM World (ex UK) Equity Index (BLK)
    BlackRock LGIM World Emerging Markets Equity Idx Aegon LGIM World Emerging Markets Equity Index (BLK)
    BlackRock Lindsell Train UK Equity Aegon Lindsell Train UK Equity (BLK)
    BlackRock M&G Corporate Bond Aegon M&G Corporate Bond (BLK)
    BlackRock Majedie UK Equity Aegon Majedie UK Equity (BLK)
    BlackRock MFS Global Equity Aegon MFS Global Equity (BLK)
    BlackRock Newton Global Equity Aegon Newton Global Equity (BLK)
    BlackRock Newton Global Opportunities Aegon Newton Global Opportunities (BLK)
    BlackRock Newton Real Return Aegon Newton Real Return (BLK)
    BlackRock Newton UK Equity Aegon Newton UK Equity (BLK)
    BlackRock PIMCO Global Investment Grade Aegon PIMCO Global Investment Grade Credit (BLK)
    BlackRock RLAM Corporate Bond Aegon Royal London Corporate Bond (BLK)
    BlackRock Russell Global Equity Aegon Russell Global Equity (BLK)
    BlackRock Russell UK Equity Aegon Russell UK Equity (BLK)
    BlackRock Russell World Equity Aegon Russell World Equity (BLK)
    BlackRock Schroders Dynamic Multi Asset Aegon Schroders Dynamic Multi Asset (BLK)
    BlackRock Schroders Global Emerging Mkts Aegon Schroders Global Emerging Markets (BLK)
    BlackRock Schroders Life Intermediated Div Growth Aegon Schroders Life Intermediated Diversified Growth (BLK)
    BlackRock Schroders QEP Global Core Aegon Schroders QEP Global Core (BLK)
    BlackRock Standard Life Corporate Bond Aegon Standard Life Corporate Bond (BLK)
    BlackRock Standard Life GARS Aegon Standard Life Global Absolute Return Strategies (BLK)
    BlackRock Standard Life UK Equity Aegon Standard Life UK Equity (BLK)
    BlackRock Standard Life UK Select Aegon Standard Life UK Select (BLK)
    BlackRock Threadneedle Pensions Mixed Aegon Threadneedle Pensions Mixed (BLK)
    BlackRock Threadneedle Pensions Property Aegon Threadneedle Pensions Property (BLK)
    BlackRock Threadneedle Pensions UK Equity Aegon Threadneedle Pensions UK Equity (BLK)
    BlackRock Trilogy Emerging Markets Equit Aegon Trilogy Emerging Markets Equity (BLK)
    BlackRock Wells Fargo Emerging Markets Aegon Wells Fargo Emerging Markets Equity (BLK)

The way some funds are constructed (what goes into making a fund) is also changing in phases up to the end of 2018. Please note that the investment strategy and objectives of these funds are not changing. A list of the funds being restructured is below. 

If you received a policyholder pack, please refer to section 2 within the Q&A to find out more details on the fund restructuring process.

  • BlackRock DC Aquila (50:50) Global Equity Index
    BlackRock DC Aquila (60:40) Global Equity Index
    BlackRock DC Aquila Cash
    BlackRock DC Aquila Corporate Bond All Stocks Index
    BlackRock DC Aquila European Equity Index
    BlackRock DC Aquila Japanese Equity Index
    BlackRock DC Aquila Over 15 Year Gilt Index
    BlackRock DC Aquila Over 5 Year Index Linked Gilt Index
    BlackRock DC Aquila UK Equity Index
    BlackRock DC Aquila US Equity Index
    BlackRock DC Aquila World (Ex-UK) Equity Index
    BlackRock DC Aquila (30:70) Currency Hedged Global Equity Index
    BlackRock DC LifePath Flexi 3 year vintage funds
    BlackRock DC LifePath Flexi fund
    BlackRock DC LifePath Capital 3 year vintage funds
    BlackRock DC LifePath Retirement 3 year vintage funds

  • BlackRock DC Aquila (40:60) Global Equity Index
    BlackRock DC Aquila (70:30) Global Equity Index
    BlackRock DC Aquila All Stocks UK Gilt Index
    BlackRock DC Aquila Balanced Index
    BlackRock DC Aquila Consensus Index
    BlackRock DC Aquila Over 15 Year Corporate Bond Index

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