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Choose an Option

Another way to choose an investment option is to understand which option(s) may be best for you, depending on your age and retirement plans.

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More than five years from retirement and looking to invest for the long term?

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Within three years of retirement but not sure of your plans?

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Looking to take income in the medium term and are prepared to take more risk to increase that income?

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Looking to take income in the future and can take some limited risk?

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Looking to take cash and income in the future but can't take much risk?

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Looking to take all cash in the short term?

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Looking to take your tax free cash and buy an annuity (a fixed income) in the short term?

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Want to minimise charges?

Click on the bubble closest to your situation. Remember you can split your funds between different options.

The information on this page does not represent financial advice and the Trustee strongly recommends that members take independent financial advice in connection with decisions relating to their pension fund.

for investment approach guidance call us today: 01702 354024

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