. If you need help reviewing your investments, you should consult a financial advisor. You can find a financial advisor near you in unbiased.co.uk. These lifestyle profiles are available to the Workssave Pension Plan. Not all of them may be available in your schema. The different lifestyle profiles offered to members are as follows: Details of the lifestyle profiles available to Worksave Pension Trust can be found in the Pension Investment Platform Fund Summary – Pension Investment Platform Fund Summary. Not all funds and lifestyle profiles available for this product may be available for all programs. Click on the tool below to see fund pricing, performance figures, fact sheets and fees and charges for each fund (in percentage) – check your annual statement to see the actual amount of fees and costs you paid for your entire policy. You can find more details about fees and how they are extracted from your policy here Nicola is a fund manager within the Multi-Asset Funds team. Previously, Nicola worked at HSBC Asset Management, where she oversaw the global equity investment risk front office, and in the BNP Paribas IP multi-asset team as a portfolio and investment risk manager. The tool does not contain information about funds with profit sharing, so clients of these funds should check their statement to see how their investment is performing and to find information about fees and costs. A lifestyle profile automatically gradually transfers a member`s retirement savings to low-risk funds over time.
These strategies are intended to provide greater stability for system members as they approach retirement and are generally designed to reflect how they plan to use their savings when they reach retirement. Pursue steady long-term growth while protecting the fund from excessive risk. It invests primarily in UK and international equities, but also has some exposure to fixed income, UK commercial real estate and cash, offering a more diversified investment than a pure equity fund. Henry is a portfolio manager in Man Group`s multi-asset offering, which covers the Man Balanced Managed and Man Stock Market Managed strategies, as well as the Man Dynamic Allocation (Man DNA) strategy. Henry joined Man Group in 2016. Previously, he completed the graduate program at Hoares Bank. He studied history and economics at St. Andrew`s University and holds a CFA designation. This unit has been added to your cart to view your cart, click here Teun Draaisma is the lead co-portfolio manager within Man Group`s multi-asset offering. He joined Man Group from BlackRock in May 2018, where he had worked since 2012 as a global equity strategist focused on portfolio management and asset allocation. Previously, he was a European Equity Strategist at Morgan Stanley from 1997 to 2010, where he led the European Equity Strategy team.
He was also a portfolio manager at TT International. Teun holds a Master`s degree in Econometrics from Erasmus University Rotterdam. Sector: PN Mixed Investment 40-85% of shares (see sector) The value of a fund`s shares is not guaranteed and can fluctuate upwards or downwards. There are four for-profit funds in which ReAssure clients are invested: LG For-Profit Fund, Guardian Insurance For-Profit Fund, Windsor Life For-Profit Fund, and National For-Profit Mutual Fund, and these can be invested in a variety of ways. If you`re not sure what type of for-profit fund you`re investing in, you should look at your most recent financial statements. Your existing corporate pension plan benefits from our investment management expertise and comprehensive investment opportunities. We have created this page to give you easy access to information on unit-linked and for-profit funds *exposure through listed infrastructure stocks and global real estate investment trusts (REITs). Asset allocation is subject to change.