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Scottish Widows Investment Partnership – Swip Property Trust

Scottish Widows Investment Partnership

Swip Property Trust

Type: Authorised property unit trust

Aim: Income and growth by investing directly in a global portfolio of commercial properties

Minimum investment: Lump sum 100,000

Investment split: 50% retail, 21% offices, 26% industrial, 3% other

Isa link: No

Pep transfers: No

Charges: Initial 5%, annual 1.5%

Commission: Initial 5%, renewal 0.5%

Tel: 020 7203 3329

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This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. As well as highlighting what is required from a system to ensure it is up to the tasks, an overview of the following is also provided: data validation; data categorisation; employee communication; opt-in process; opt-out process; produce contribution schedule; contribution reconciliation process; upload of member data to pension provider; upload contribution to pension provider; manage salary sacrifice process; enrolment process; re-enrolment process; and management of increased employee queries.

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