Pre-information
We recognise that people have different goals and views when looking for the right pension investment for them. Everyone’s primary goal is to save for their retirement. Another goal might be to help make a positive difference to society and the planet. With a responsible investing approach, you can do both.
The following tool highlights key responsible investing approaches and the funds that incorporate them. You can use this to help align your pension fund(s) to your beliefs and values.
{Please note the following options don’t include our ‘consideration of environmental, social and governance (ESG) factors’ and ‘active ownership approach’. These are standard investment approaches we use to research, monitor and engage with the companies (through company shares/equities) included in our internal funds, managed by a Legal & General Group company.}
More information on how we invest responsibly can also be found on our ESG Hub
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Mastertrust
Question 1 Select one option from Yes, No
Do you want to target investment options that invest responsibly?
Question 2A Select one option from Yes, No
Do you want an investment strategy that automatically moves your money, over a period of time, into funds that reflect the way you want to take your money when you get to your selected retirement date, such as taking a regular income or cash lump sums? If you want to make your own investment choices, please click No. For further information click here
Question 2B Select one option from Yes, No
Do you want an investment strategy that automatically moves your money, over a period of time, into funds that reflect the way you want to take your money when you get to your selected retirement date, such as taking a regular income or cash lump sums? If you want to make your own investment choices, please click No. For further information click here
Question 3 Select one option from Drawdown, Annuity, Cash, Undecided
Do you know whether you intend to take your benefits as drawdown, annuity or cash at retirement, or are you undecided? Hyperlinks to approaching retirement guide
Question 4
Which of the following responsible investment categories are most important to you? Select at least 3 categories and as many more as you like in order of priority with 1 being the highest.
FUNCTIONALITY TO BE DEVELOPED
Self-select options
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Target Date Fund options
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TDF and Cash LSP Options
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TDF and Annuity Lifestyle MT FW MAF options
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Dignissim sodales ut eu sem integer vitae justo eget magna. Aliquam malesuada bibendum arcu vitae elementum curabitur vitae nunc sed. Pretium vulputate sapien nec sagittis aliquam malesuada. Suscipit adipiscing bibendum est ultricies. Non arcu risus quis varius quam quisque. Accumsan tortor posuere ac ut consequat semper. Nullam non nisi est sit amet facilisis magna etiam tempor.
TDF and Drawdown Lifestyle MT FW MAF options
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Dignissim sodales ut eu sem integer vitae justo eget magna. Aliquam malesuada bibendum arcu vitae elementum curabitur vitae nunc sed. Pretium vulputate sapien nec sagittis aliquam malesuada. Suscipit adipiscing bibendum est ultricies. Non arcu risus quis varius quam quisque. Accumsan tortor posuere ac ut consequat semper. Nullam non nisi est sit amet facilisis magna etiam tempor.