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Prudential - Introducing our new Investment Pathways

28 January 2021
Investment pathways are a new initiative from the FCA aimed at providing customers who are not receiving a personal recommendation with better retirement outcomes when:
  • moving all or part of their pension savings into drawdown
  • transferring funds already in drawdown into a new drawdown arrangement
From 1 February 2021 pension providers must offer 'investment pathways' to non-advised drawdown customers.

We'll always seek to refer a client to their adviser where we hold that information on our file.

Introducing our Investment Pathways

Our new investment pathways are available on our Prudential Retirement Account.
 
Investment Pathway Solution Where it invests Client objective
Investment Pathway 1 PruFund Risk Managed 3 Fund  
Investment Pathway 2 M&G Corporate Bond Fund  I have no plans to touch my money in the next 5 years 
Investment Pathway 3 PruFund Risk Managed 2 Fund I plan to start taking long-term income in the next 5 years
Investment Pathway 4 Legal and General Cash Trust
PruFund Risk Managed 1 Fund
I plan to take my money in the next 5 years

The value of your client's investment can go down as well as up. They may not get back what they have paid in.

For more information on Investment Pathways and the support available to you, check out our PruAdviser support page.



 

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