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Investment Fund Risk Review

For those who want to understand if their current workplace pension scheme investment choice 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