Investment Funds

Particularly since Auto Enrolment, there is a necessity to provide an adequate default investment fund and regularly review it for suitability. Sometimes the employer (whose responsibility it is under Auto Enrolment) is unaware why they’ve got the fund, or if its attributes were prioritised in the order they would like for their scheme members. We explain the different types of funds and work with the scheme to improve the choices and governance. Also available is investment training for trustees, governance committee or workforce on how to understand investment funds and related issues, such as the jargon and how to challenge your investment managers appropriately.