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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 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

Investment Fund Risk Review Questionnaire

Investment Fund Risk Review Questionnaire
Introduction
 
This questionnaire is only for completion by pension scheme members who have not yet taken any benefits from their employer pension scheme.

An essential part of our advice process in relation to your company pension is an assessment of your attitude to investment and other risks. This enables us to recommend a suitable investment strategy or consider the suitability of any existing investment fund selection.

There are 16 questions which are designed to assess your thoughts when making financial investment decisions. There are no right or wrong answers and please answer every question, even if you feel it doesn’t really apply to you.
 
Important Notes
We would refer you to our privacy statement (https://www.wingatebs.com/wp-content/uploads/2018/05/wbs-privacy-statement.pdf) which explains how we use any personal information we collect about you.

The information you provide on this questionnaire will be exported by us through a Google account for processing and storing on our secure internal systems. Once the data has been exported, it will be deleted permanently from the Google Services used for the questionnaire.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Before proceeding you must read and agree both our Client Service Agreement for Pension Scheme Members and Investment Risk Profiling Service Agreement.

Client Service Agreement for Pension Scheme Members: https://www.wingatebs.com/wp-content/uploads/2021/06/wbs-individual-client-agreement.pdf

Investment Risk Profiling Service Agreement: https://www.wingatebs.com/wp-content/uploads/2021/06/WBS-Pension-Member-Services-Retirement-Income-Review.pdf
Q7. Some investments offer the opportunity for a greater gain but the risk of a greater potential loss. Look at the five scenarios represented below. Which one would you put your money in?
Q8. Imagine your pension fund is £100,000. Which of the five scenarios below would you want for the investment performance in a single 12 month period?

An overview of the current options are confirmed here.

Would you like more detail on how we could add value to your employee benefit proposition?

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Your message will be sent to:

Richard Grover

Strategic Employee Benefit Consultant

Helen Pengelly

Strategic Employee Benefit Consultant

Luke Harris-Johns

Strategic Employee Benefit Consultant

Mathew Rann

Strategic Employee Benefit Consultant

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Kellie Cresswell

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Kellie Heron

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Janice Stent

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Johh Salter

Technical Support Executive

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Ellie Cunningham

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Your message will be sent to:

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Tracy Hepher

Financial Controller and Office Manager

Joanne Boyd

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Natalie Harmer

Compliance Officer

Your message will be sent to:

Ben Clarke

Managing Director

Paul Weeks

Commercial Director

Heather Reid

PA to Managing Director

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Please refer to our Privacy Statement to see how we use your personal information.

 

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Wingate Benefit Solutions is a trading style of WFS Consulting Ltd which is authorised and regulated by the Financial Conduct Authority (FCA no. 191531). WFS Consulting Ltd is registered in England No 3872950. Registration No. 164 3814 07

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