Workplace investments
We've developed our investment solutions for workplace pensions to reflect legislative changes, and the findings of our customer and employer research.
Customised investment options
For schemes that need a more tailored approach and meet the qualifying criteria, we can offer a range of customised investment options.
Customised lifestyle options
We provide the tools for you to design customised default lifestyle profiles to meet individual scheme needs. Both the funds in the growth phase and the glidepath can be tailored to specific requirements.
Blended funds
This gives you the flexibility to blend together two or more funds from our pension fund range to create a single fund of funds. Blended funds can be used in customised lifestyle profiles and as standalone funds within a selected fund range.
One of the benefits of blended funds is the ability to make changes to the underlying funds without getting employees' consent.
Selected fund range
Some people can be overwhelmed by too much choice. So we can work with you to narrow that choice by creating a shortlist of funds for employees.
Product news
- Selectapension 10% discount withdrawal
24 April 2018 - New safeguarded flexible benefits warning – requirement to 'pause' some transactions for 2 weeks
30 March 2018 - FCA Policy Statement 18/6 – Advising on Pension Transfers
28 March 2018 - Regulatory PS17/12 – Prompts in the Annuity Market
06 March 2018 - Investing your Onshore Bond in the Distribution fund?
20 February 2018
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The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
