Lifestyle profiles

A lifestyle profile automatically moves a member’s pension savings, gradually over time, into lower-risk funds.  These strategies aim to provide scheme members with greater stability as they approach retirement and are normally designed to reflect how they intend to use their savings when they reach their retirement date.

The different lifestyle profiles available to members are:

Worksave Pension Plan (Generation 3 Fund Range)

These Lifestyle Profiles are available for the Worksave Pension Plan. They may not all be available on your scheme.

Worksave Pension Plan (Generation 25 Fund Range)

These Lifestyle Profiles are available for the Worksave Pension Plan. They may not all be available on your scheme.

Worksave Pension Plan Trust

For details about the Lifestyle Profiles available for the Worksave Pension Trust please review the  View - Pension Investment Platform Fund Summary. All funds and Lifestyle Profiles available for this product may not be available on all schemes.

Worksave Mastertrust

For details about the Lifestyle Profiles available for the Worksave Mastertrust please review the  View - Sole Governance Fund Summary. All funds and Lifestyle Profiles available for this product may not be available on all schemes.

Worksave Group Personal Pension 2000 Plan

These Lifestyle Profiles are available for the Worksave Pension Plan. They may not all be available on your scheme.

Worksave Group Stakeholder Pension

These Lifestyle Profiles are available for the Worksave Pension Plan. They may not all be available on your scheme.

Worksave Buy Out Plan

These Lifestyle Profiles are available for the Worksave Pension Plan. They may not all be available on your scheme.

Worksave Pension Plan Trustee Buy Out Plan

These Lifestyle Profiles are available for the Worksave Pension Plan. They may not all be available on your scheme.

Company Pension Scheme and Group Additional Voluntary Contribution

For more details on the lifestyle profiles available, please see our  PDF file: View - Company Pension Scheme (CPS)/Group Additional Voluntary Contributions (GAVC) lifestyle profiles guide PDF size: 3.00MB . Please note that some of the lifestyle profiles listed in the guide may not be available to members of every scheme. For more information on a particular scheme, please contact the scheme Trustees.

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