Investment Fund Risk Review


For those who want to understand if their current pension investment fund(s) is appropriate.

We can provide pension scheme members 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

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We issue regular updates which cover current employee benefit topics. Please enter your email address if you would like to receive these. Please note that you may withdraw your consent to receive our updates at any time by notifying us at main business address.

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Get in touch

Select your type of enquiry and be directed to the correct member of our dedicated leadership team.


Your message will be sent to:

Richard Grover

Strategic Benefit Consultant

Peter Magliocco

Financial Planning Adviser

Luke Harris-Johns

Employee Benefit Adviser

Richard Grover

Strategic Benefit Consultant

Helen Pengelly

Strategic Benefit Consultant

Matthew Rann

Strategic Benefit Consultant

Richard Grover

Strategic Benefit Consultant

Jonathan Bird

Employee Benefit Adviser

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