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

CLICK HERE to access the Investment Fund Risk Review Questionnaire

    Register for updates

    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.

     Thank you, you have been added to the mailing list, and will receive our next quarterly update.
     Please fill out the missing fields

      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

      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.