Delivering a simple, robust investment pathways customer experience for your business.
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Under the Financial Conduct Authority’s (FCA) rules, when consumers enter drawdown, providers must offer four options on how they might use their pot, with a suitable investment strategy for each.
Our modelling technology helps customers understand their options in a clear, informative way, helping them make better financial decisions at retirement.
When non-advised customers reach drawdown, providers must present them with investment pathways options. This includes suitability, charges and the investment strategy for each pathway. Helping consumers understand their options is a vital part of delivering good outcomes.
Our GO for Investment Pathways tool provides:
As well as creating a great customer experience, our tool captures data which supports governance for your committee or governance advisory arrangements.
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.
We’ve developed a comprehensive, rigorous design process to deliver strategic asset allocations across defined benefit, defined contribution and retail investment, based on client requirements.
Built on a platform of interconnected models, it’s designed to be flexible to meet your needs.
We use leading-edge research to develop models offering insight into client and industry challenges that generate solutions and integrate seamlessly into our consulting approach.
We’re excited to announce our Pensions and Retirement Conference on Thursday 27 March 2025 at King’s Place, London.
In the wake of the Covid-19 pandemic, inflation rose further and for longer than most market participants expected in many countries, including the UK.
In our latest Market Brief, Chris Arcari and Robert Kotlar provide our review of the economy and markets over the month of July. We consider the key developments for growth, inflation, interest rates and their impact.
In this podcast, Mostafa and our guests have a discussion on the future Resilience in Property, highlighting some of the key challenges and risks that clients should be considering regarding their property portfolio.
Contact our team today to learn how we can help your business make better risk and people decisions.
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