Investment pathway 2

Risk grading: Cautious

Pathway 2 is designed to maintain annuity buying power for customers looking to buy an annuity in the short-term.

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.

Our ongoing governance

Our Investment Advisory Committee monitors and fine tunes each portfolio to make sure it stays suited to your client's objectives and maximises returns within their risk profile.