Investment pathway 4

Risk grading: Cautious

Pathway 4 is designed to offer the potential for above inflation growth while supporting short-term withdrawal needs.

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 withdraw all their pension savings within the next five years and has 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.