Tailored plan by BlackRock®
This plan is managed by BlackRock®, the world’s largest money manager
Your money will be invested in safer options as you grow older
Primary investments in stocks and bonds
Returned 12.2% from 2016 to 2020 for a typical user wishing to retire in 30 years
Ethical plan by Legal & General
More information about the plans
Our Tailored plan by BlackRock®
These plans are Target Retirement Date funds which are custom-made for UK retirement plans, reducing risk in accordance with your desired retirement age. In fact, BlackRock® already manages £8bn of UK retirement savings.
A target retirement date fund takes risk based on when you expect to retire. It then follows a flight path, changing what it invests in leading up to that specific retirement date.
When you're younger it will take more risk to try to maximise your returns but it will slowly adjust into less risky investments, aiming to preserve your savings into retirement.
So you’ll never need to worry about changing your investments as you age. Simply pick when you want to retire and BlackRock® will do all the work for you.
Our ethical plan by Legal & General
Our Ethical fund is managed by Legal & General (L&G) - the largest asset manager in the UK. The L&G Future World ESG Developed Index Fund allows you to invest in companies from developed countries that demonstrate good environmental, social and governance (ESG) efforts globally.
L&G has developed their own unique approach to assessing and scoring companies based on ESG factors as well as additional considerations for overall transparency.