Pension Fund Strategy
Putting you more in control of your future income and lifestyle.
Why... what is your motivation? Why do you care about this?
It is important to me to understand my investment options and capital growth potential.
The workshop is designed to make it easier for you to review your current investment choice and switch fund(s) if appropriate.
As discussed during the ‘Introductory Workshop’ some of the reasons why you may wish to attend this workshop (your ‘Why’) include:
- How important it is to understand investment risk
- Making sure your personal investment risk matches your capital growth potential
- Your investment choice is aligned to your target benefit (i.e. Cash / Annuity / Flexible)
The value of the pension will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Programme Dates and Registration
Please see the ‘Financial Coaching Tab’.
Preparation for the Pension Fund Strategy Workshop
Please refer to your ‘My Financial Plan’ document
(can be downloaded on the ‘Financial Coaching Programme’ page).
The workshop will focus on:
How... can you gather the relevant information and assess your options?
The three key discussion points:
- Decide on your Benefit Option
- Assess your Attitude to Risk
- How much involvement you want
Please click on ‘Pension Fund Strategy Workshop’ for the Three Key Messages of the session.
What... next steps can you take?
Please refer to your ‘My Financial Plan’ document.
Please click on the various Royal London links below:
Here to access the Risk Profiler Questionnaire – to assess your Attitude to Risk
Here to access the full fund range
Here to access the Lifestyle Targeted funds (Cash / Annuity / Flexible), under the section ‘Lifestyle Strategies / Target drawdown factsheets’
Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by us or St. James’s Place. Please note that clicking a link will open the external website in a new window or tab.