Our website uses cookies (what’s this?). These cookies allow us to distinguish you from other users of our website, which helps us improve our website and to deliver many of the functions that make your browser experience more user-friendly. Some of the cookies that we use are essential for parts of the website to operate. By using this website you agree to our use of cookies. To find out more, including how to opt out, please read our Cookies Policy.
Go For Investment Pathways
Delivering a simple and robust Investment Pathways customer experience for your business
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:
- Tailored strategic asset allocations for each of the pathways to meet the needs of your customers.
- A simple and intuitive digital engagement tool for customers to review and select their investment pathway.
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.
GO for Investment Pathways
See for yourself how GO for Investment Pathways can enable your customers to build and tailor their user experience. Contact us today to arrange a demo.
Strategic Asset Allocations
Strategic Asset Allocations
Our strategic asset allocations are designed to provide the optimal framework for fund managers to develop solutions for a given customer risk profile.
Fixing the unfixable?
In this webinar replay Paul Waters and Heather Meighan discuss about what can be done now to deliver on the FCA's retirement challenge.
Subscribe to our news and insights
Legal
Resources
Copyright © 2022 Hymans Robertson LLP. All rights reserved.