Downloads

Ascot Lloyd regularly publishes a wide variety of information for personal, private and corporate clients. We hope you find it useful and interesting.

If there is anything you feel we could add to our collection please don’t hesitate to contact your client manager or email us.

Client newsletters

Our bi-monthly Client Newsletters are full of the latest financial news and information to help you make the most of your investments, pension or savings.

Browse all the client newsletters

Client guides

Our regularly updated financial guides offer detailed information about key topics. They can help you understand changing legislation can affect your finances and help you understand your options.

See all our client guides

Our brochure

Read or download our brochure for more information about who we are and how we work with clients to look after their financial future.

Download our brochure

Product factsheets

We’ve published a suite of e-factsheets on a range of subjects that will help you understand your financial choices in more detail. Read the most up-to-date information in an easy to understand and jargon-free format.

See all our product factsheets

Pension briefings

Our Pension Briefings are compiled with the pension professional or company HR team in mind. They contain updates and information on the changing UK pension guidelines and laws, and are an invaluable resource for anyone involved in the managing of corporate or group pension schemes.

Read the corporate pension briefings

Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits