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Focused fund choice makes sense for auto-enrolment

Published by : NEST

Having choice empowers individuals. But when it comes to retirement saving through auto-enrolment, offering meaningful choice that doesn’t overwhelm people is the route to empowerment. As chief investment officer Mark Fawcett explains in this video, NEST offers five fund choices that represent a

Published: 21 March 2017

Business Area: Auto-Enrolment

Type: Portable Document Format (.pdf)

Discover age bespoke default design

Published by : NEST

NEST’s approach to lifestyling is unique in the UK, offering a range of nearly 50 target date funds tailored around the age a member expects to retire. This video shows what this means for NEST members and how this approach helps effectively manage risks – from early on in an individual’s savings

Published: 21 March 2017

Business Area: Auto-Enrolment

Type: Portable Document Format (.pdf)

How to find the right auto enrolment default fund

Published by : NEST

Auto enrolment is proving successful in getting people to remain invested in a workplace pension scheme. But what sort of investment approaches are best for individuals? As many as 99 per cent of NEST members remain in the default fund. So it’s important the default reflects members’ needs at

Published: 21 March 2017

Business Area: Auto-Enrolment

Type: Portable Document Format (.pdf)

Diversification – what does good look like?

Published by : NEST

With auto enrolment creating such high take up of default funds, how can advisors feel confident that a scheme’s default is right for a client’s particular needs? In this video, chief investment officer, Mark Fawcett talks about what good looks like when it comes to diversification from NEST’s

Published: 21 March 2017

Business Area: Auto-Enrolment

Type: Portable Document Format (.pdf)

Investing for the long term - how to make it real

Published by : NEST

With some members joining NEST as early as 17 years old, it’s important to take a long-term approach to investing their money. To give savers the best possible outcomes in retirement, NEST incorporates long-term risk factors into its investment approach. These include environmental, social and

Published: 21 March 2017

Business Area: Auto-Enrolment

Type: Portable Document Format (.pdf)

How to analyse auto-enrolment default funds

Published by : NEST

This Defaqto report sponsored by NEST reviews the DC market place and the various auto-enrolment propositions available. It highlights key factors advisers should understand and be aware of when reviewing default fund offerings.

Published: 01 February 2017

Business Area: Auto-Enrolment

Type: Portable Document Format (.pdf)

Rating: 4 people found this useful

Working for change, the responsible investor report

Published by : NEST

As a growing organisation NEST are constantly evolving their approach and look to understand how best to service their members. This report details a variety of case studies which demonstrate positive and responsible investments, with a look to future developments within the DC landscape.

Published: 01 February 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

New salary sacrifice masterclass

Published by : Scottish Widows

Throughout 2016 we're running a series of Techtalk MasterClasses. Our Financial Planning team will be sharing their technical expertise on a variety of topics around pensions and retirement to give you the most up to date support and analysis.

Published: 08 August 2016

Business Area: Retirement

Type: Audio/Video (.mp3, mp4, mpg)

Addressing impediments to good investment decision-making and the role of fit-for- purpose default funds

Published by : Columbia Threadneedle Investments

In the first of three papers, entitled: Is your default fund fit for purpose?: Are we setting retirees up for failure by default?, Chris Wagstaff considers the importance of fit-for-purpose default funds and good default fund design. Find out whether your default is fit-for-purpose.

Published: 20 June 2016

Business Area: Retirement

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Your guide to Retirement Account – supporting you to and through retirement

Published by : Scottish Widows

A repositioned simple version of our two existing consumer guides, with a focus on income drawdown

Published: 09 June 2016

Business Area: Retirement

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful