Under the FCA’s investment pathways rules, providers must offer consumers entering drawdown with four options on how they might use their pot with a suitable investment strategy for each one.
How we can help
Providers must ensure non-advised customers entering drawdown are presented with their options in relation to investment pathways, including the suitability of each option to meet their needs, the charges and the investment strategy. Ensuring customers understand these will be paramount to delivering good customer outcomes.
Our GO for Investment Pathways tool can provide:
As well as managing the customer experience, our GO for Investment Pathways tool captures and plays back essential data to support the governance oversight of your Independent Governance Committee or Governance Advisory Arrangement.
With our approach, you can go beyond just compliance with the FCA requirements for investment pathways and create a market leading solution that engages customers to make more informed decisions.
Our strategic asset allocations are designed to provide the optimal framework for fund managers to develop solutions for a given customer risk profile.