logo


Pensions Investment Risk Profiling

Investing in pensions requires the same approach to risk profile assessment that is taken with investments. There are some product and tax differences but the fundamentals of investing are the same for both pensions and investments.

Please follow the introduction and the guidelines below.

Introduction

  • Whenever our customers are thinking about investing in pensions, we will assess their pension investment risk profile using profiling tools similar to that available below. 
  • This is then backed up by in-depth analyses and assessment during face to face meetings.
  • Please use this pension investment risk profiling for information purposes and only as a first step in any pension decision.
  • We would be delighted to explain the results and how they would fit to any pension investment strategy decisions you may be considering.

Guidelines