Investment pathway 2
Risk grading: Cautious
Pathway 2 is designed to deliver growth above inflation over the short-term for an investor entering drawdown.
What are investment pathways?
Investment pathways are investment solutions, designed for customers entering drawdown. They can help improve retirement outcomes for customers who want to flexibly access their pension savings.
Who is this pathway for?
It’s designed for someone who plans to use their pension savings to set up a guaranteed income (annuity) within the next five years. They have a cautious attitude to risk.
Check your clients attitude to risk with our risk profiler tool.
Where is the pathway invested?
What is the pathway benchmark?