Investment Pathways

An investment option we offer to customers who put their pension into drawdown. Investment Pathways were introduced by the Financial Conduct Authority (FCA) to make managing drawdown pots easier, and reduce the number of people who keep it in cash over the long term – leaving it vulnerable to inflation. By choosing an Investment Pathway, you can invest your pot in a fund that’s been designed to broadly match your retirement plans.

Investment Pathways are completely optional. Keep in mind that they aren’t tailored to your personal circumstances, and aren’t a substitute for financial advice. It’s also important to review your chosen Investment Pathway regularly, especially if your retirement goals change.

More on Investment Pathways

Popular terms

Market auction

A market auction refers to the process where buyers and sellers place orders to buy or sell investments, with those...

Fair Value Assessment (FVA)

A check on whether an investor receives a reasonable benefit from an investment product or service for the price they...

Aquis Stock Exchange

An alternative junior marketplace to the Alternative Investment Market (AIM), offering a place for small and typically less mature...