For those who want to understand if their current pension investment fund(s) is appropriate.
We can provide pension scheme members who have yet to take any benefits from their employer pension scheme with a personalised risk profiling report to help you better understand your attitude to investment risk in relation to your pension investment.
On receipt of the complete questionnaire we will:
- Review the answers provided
- Produce a report which includes a recommendation as to the most appropriate of the core default funds (cautious, medium or adventurous) for you.
- Issue this report to your personal email address if provided and if not, to your home address
CLICK HERE to access the Investment Fund Risk Review Questionnaire