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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      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

      Matthew Rann

      Strategic Employee Benefit Consultant

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