Retirement Planning Guide
Planning for retirement can seem like a daunting task but it is important to think about how you are going to support yourself financially in your later years.Download our guide
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We’ve divided our ready-made portfolios into three different levels of risk - cautious, moderate and adventurous. Each has a number of fund options to choose from. The fund manager will ensure that your chosen fund is continually rebalanced to stay in line with its objectives and risk parameters. However, it is still important that you regularly review your investments to ensure they remain appropriate for your needs.
The portfolios are reviewed by our in-house research team who examine factors such as performance, value for money, asset allocation and risk profile on a regular basis. This is overseen by Willis Owen's investment committee who meet on a quarterly basis to review the performance and appropriateness of these and will make changes as necessary.