Investment
helper

There are lots of ways to invest your DC savings and it’s important to find an approach that suits you. To help you decide, let’s get started with a few questions about you.

Terms of use
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Thinking about your attitude to money, which statement do you identify with most?

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What’s your current annual salary?

(your answer is confidential and won’t be retained electronically)

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How easy would it be for you to save an extra, say £50, each month?

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Thinking about your income in retirement (including other pensions and savings and State pension), how important are your DC Plan savings likely to be?

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When do you plan to start accessing your DC Plan savings?

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You can invest your DC Plan savings in one of 2 ways depending on how involved you want to be. Tell us which approach you prefer.

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The managed investment options invest a large part of your savings in Responsible Investments*. Which of these statements is closest to your views:

* Responsible Investments are investments that meet certain goals about things like protecting the environment, good governance and supporting social right

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You’ve said you prefer to select and manage your investments yourself. When you choose which funds to invest in, which of these statements is closest to your views:

* Responsible Investments are investments that meet certain goals about things like protecting the environment, good governance and supporting social rights

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How often do you think you’ll access your DC Plan savings?

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Thinking about how long you want to make your DC Plan savings last, which is most likely?

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How important is it for you to set aside some of your DC Plan savings as a buffer for the future or to leave to your loved ones when you die?

Just one last thing…
the boring but important stuff

Your results are on the next screen, but before you see them, it’s important to understand what this tool can and can’t do.

Basically, it’s a simple tool with a serious aim – to help you think about your investment choices and what suits you.

Based on your answers to the questions, it gives you some ideas about the investment option and funds you might want to consider. What it can’t do is give financial advice or recommendations. It’s too simple for that.

By using this tool you accept its purpose and understand its limitations. If you want to know more about how it works and what it does, click the terms and conditions button above.

Now we’ve got that out of the way, click the button below for your results.

I accept these terms – tell me my results

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