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
- Investing your Onshore Bond in the Distribution fund?
24 February 2020 - Change of Policy Provisions (date used to calculate death claims) for Capital Investment Bond, Distribution Bond and Fidelity Bond
06 February 2020 - We're sending some WRAP clients a Summary of Charges early December 2019
05 December 2019 - Capital Gains Tax changes to direct property investment held within Offshore Bonds
12 November 2019 - Brexit and potential changes to FSCS protection for International Bond clients
26 September 2019
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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.
