Investment Choices

You have two options for investing your Pension Account:

Lifestyle – one of three specifically designed investment strategies which automatically switches your Pension Account between different funds as you approach retirement, depending on your selection.

Self-select – you can make your own investment selection from the range of funds available.

Initially, your funds will be invested in the RSA Pension Cash Targeting Lifestyle Strategy (the default option) and will remain there until you make a different investment decision.

You will be sent information about your investment choices when you join the Scheme. It is also available on Fidelity’s PlanViewer.