Adviser > Investment for Advisers > Our Investment Options
Our Investment Options
Our range of investment options aims to make it easy for you to meet your client's needs.
Monitoring and updating your client's pension investments can be time consuming. Not only are you subject to onerous TCF responsibilities to ensure the ongoing suitability of your advice, you also have to try and achieve this within a limited budget. Not easy in the current climate.
That's why our new range of investment options aims to make this process as simple and transparent as possible.
You'll find a summary of the options available below. There's more detailed information in Pension investment options - a clear and simple guide. Investment returns may fluctuate and are not guaranteed.
Governed Range
Governed Portfolios
Our nine ready made risk graded portfolios are designed to take care of ongoing suitability requirements to help you comply with TCF principles. All come with regular governance reviews and auto rebalancing at no extra charge. You can also change the default equity fund to any available within our range.
Lifestyle Range
Fixed - Our range of risk graded governed lifestyle strategies means it's easier to choose which one suits your client's requirements.
Flexible - If you want to offer a more tailored service you can create your own lifestyle strategy within our framework. This includes a choice of equity fund manager at each stage of the strategy with further options at retirement.
Fund Range
Core Investments
Choose from a wide range of over 130 funds, from 23 fund managers, with the option to select auto-rebalancing.
Funds within our unique Matrix fund range come with added governance as standard.
Self Investments
You can access a fund supermarket, share dealing service and all other permitted investments you would expect within our Pension Portfolio contract, including UK commercial property. Additional charges apply for these services.
Custom Range
There are two options within our custom range. You can customise our governed range and make it available to your clients. This means they can benefit from regular governance reviews and automatic updates at no extra cost. Alternatively you can create your own bespoke branded, static portfolio of funds or lifestyle programmes, with your choice of rebalancing frequency, asset allocation and funds from our range.
For professional advisers only
