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While investment pathways were introduced by the Financial Conduct Authority to help non-advised customers manage investments, our pathway solutions are also available to your clients and offer ready made strategies for clients taking flexible income.
Each pathway is carefully designed to align to how your clients might want to use their pension pot in the next five years and offer different levels of risk to help you choose the right option for a range of clients’ needs.
Designed for clients who have no plans to touch their money within the next five years.
Fund: BlackRock MyMap 4 S Acc
ISIN: GB00BFBFYN93
Charge (OCF): 0.14%
Risk level: 4 out of 7
Designed for clients who plan to use their money to set up a guaranteed income within the next five years.
Fund: iShares UK Gilts All Stocks Index Fund D Acc
ISIN: GB00B83HGR24
Charge (OCF): 0.11%
Risk level: 5 out of 7
Designed for clients who plan to start taking their money as a long-term income within the next five years.
Fund: BlackRock MyMap 4 S Acc
ISIN: GB00BFBFYN93
Charge (OCF): 0.14%
Risk level: 4 out of 7
Designed for clients who plan to take out all of their money within the next five years.
Fund: BlackRock Cash S Acc
ISIN: GB00BW1YM199
Charge (OCF): 0.15%
Risk level: 1 out of 7