• Jump to main content
  • Jump to main navigation
  • About us
  • Careers
  • Diversity, Equity & Inclusion
  • Media Centre
  • Contact
  • The Brain
Hymans Robertson
  • Pensions
    • Back to Main Menu
    • Defined Benefit Consulting
      • DB Actuarial
      • DB Investment
      • DB Pensions Administration
      • DB Risk Transfer
      • DB Member Choice – At retirement
      • DB Governance
      • DB Consolidation
      • DB Wind-up
      • DB Endgame Strategy
      • Expert Actuarial Services
      • Fiduciary Oversight
      • Climate Change Services
      • Responsible Investment
      • Project Planning and Management
    • Defined Contribution Consulting
      • DC Investment
      • DC Plan Effectiveness
      • DC Pension Provider Services
      • DC Regulatory Governance
      • DC Member Choice - At-retirement
      • Project Planning and Management
      • Climate Change Services
      • Responsible Investment
    • Public Sector Consulting
      • LGPS Actuarial
      • LGPS Investment
      • LGPS Governance, Administration and Projects
      • LGPS Employers
      • LGPS Online Learning Academy
  • Financial Services
    • Back to Main Menu
    • Insurance
      • Product Development
      • Longevity Management
      • Risk and Capital
      • Investment and ALM
      • Property and Casualty
      • Project Planning and Management
    • Digital Wealth
      • GO™ For Investment Pathways
      • Economic Scenario Service
      • API Catalogue
      • Strategic Asset Allocation
  • Digital & Innovation
    • Back to Main Menu
    • Digital & Innovation
      • API Catalogue
      • Economic Scenario Service
      • PRISM - Digital Pension Administration
      • Digital Careers
    • Economic Scenario Service
      Explore the consequences of today's business decisions
    • Digital and Innovation
      We apply data science, technology expertise and innovation to help our clients build a better financial future.
  • Insights
    • Back to Main Menu
    • See all Insights
      • Webinars
      • Podcasts
      • Research and Publications
      • Blogs
      • Case studies
      • Press Releases
      • Events
    • Webinars
      Register for upcoming webinars as well as visiting our extensive webinar replay library.
    • All Insights
      See our latest thinking.
  • Team
  • About us
  • Careers
  • Diversity, Equity & Inclusion
  • Media Centre
  • Contact
  • The Brain
  • Search

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 four options on how they might use their pot with a suitable investment strategy for each one. 

Our modelling technology helps your customers to understand their options in a clear and informative way, allowing them to make better financial decisions at retirement.

Book a demo

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 you with:

  1. Tailored strategic asset allocations for each of the pathways to meet the needs of your customers.
  2. A simple and intuitive digital engagement tool for your 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.

Book 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. 

Find out more

Video

Delivering on the FCA's retirement challenge

Play video

32 minutes

Close video

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. 

Watch the webinar replay

Get in touch

If you would like to find out more please don't hesitate to contact Paul.

Get in touch

Related content

Digital Wealth Download - Spring 2023

Publications 27 Mar 2023

Digital Wealth Download - Winter 2023

Publications 16 Jan 2023

Current Issues - December 2023

Publications 01 Dec 2023

Azure AI Workshop

Blogs 01 Dec 2023

Subscribe to our news and insights

Menu

About

    • Abelica Global
    • About us
    • Award-winning advice
    • B Corp Certification
    • Careers
    • CSR
    • Diversity Equity & Inclusion
    • Our Centenary

Legal

  • Accessibility
  • Cookie Policy
  • Modern Slavery Act Transparency Statement
  • Privacy notice
  • Provision of Services Regulations
  • Terms of use
  • Trust centre

Resources

  • Conflicts of Interest
  • GENDER AND ETHNICITY PAY GAPS
  • Responsible Investment
  • Sitemap

Contact

  • Our offices
  • Get in touch
  • Making a complaint
  • Subscribe
    • Visit us on Linkedin
    • Visit us on Twitter
    • Visit us on Instagram
    • Visit us on Vimeo
    • Visit us on Spreaker
Hymans Robertson
The Hymans Robertson Foundation
Hymans Robertson Personal Wealth
Hymans Robertson Investment Services

Copyright © 2023 Hymans Robertson LLP. All rights reserved.