We have one of the most comprehensive fund ranges in the workplace savings market with over 100 funds on offer. This level of choice means you can offer a suitable solution for your clients’ employees regardless of their attitude to risk.
With so many funds to choose from, employees are likely to need some guidance to narrow down their search for the right funds to suit their needs. There are a number of options available to you:
This allows you, together with your client, to select a core range of funds for their scheme. This helps streamline the choice for employees without restricting their options and encourages them to make more active investment decisions.
It may also be possible to restrict the fund range. These funds will be the only fund options visible to employees online and within the scheme specific fund brochure where available.
The benefit of this is that you and the employer have control over the funds available to employees and can ensure that they only have access to funds that you deem to be appropriate for them.
For Mastertrust schemes please see our WorkSave Pension Mastertrust - Scheme Governance (Investments) Guide (PDF: 260KB) .
If our standard profiles aren’t suitable, it may be possible to build a lifestyle profile to suit your client’s requirements. We can accommodate up to 15 funds within a single lifestyle profile with a switching frequency of monthly, quarterly, half yearly or annually.
We'd like to share our experience and expertise with you. Speak to us if you would like to view a demonstration of our online solutions, or if you have any specific client projects that you would like to discuss.