Target lifestyle strategies

In addition to our default lifestyle strategy, the Balanced Lifestyle Strategy (Drawdown), we have a range of other lifestyle strategies focused on three customer income choices - cash, annuity and drawdown.

All of the lifestyle strategies move from higher-risk to lower-risk investments as your employees get closer to their chosen retirement age.

More about lifestyle strategies

Governed Portfolios

  • Broadly diversified investments

  • Actively managed portfolios

  • Expertly guided by Royal London Asset Management

  • Impartially governed

  • Responsible investment approach included

What you need to know

  • Our Governed Portfolios are a range of risk-graded investment solutions which your employees can invest in either individually or as part of a lifestyle strategy.
  • Our portfolios are broadly diversified to strengthen their resilience and target opportunities across a wide range of asset classes.
  • Portfolios are actively managed with regular tactical updates to take advantage of short-term movements in markets
  • All portfolios come with ongoing governance and a responsible investment approach at no extra cost.

Share our Governed Portfolios guide (PDF)

Governed Retirement Income Portfolios (GRIPs)

GRIPs are similar to the Governed Portfolios but are designed for customers who are using their pension savings to take a regular income.

We also include GRIPs in the latter stages of our lifestyle strategy journeys - when your employees have reached retirement and are starting to access their pension savings.

There are five multi asset portfolios in the range, each aligned to a different level of risk. And all come with ongoing governance and a responsible investment approach at no extra cost.


Share our GRIPs guide (PDF)

 

Our default options

Find out about our range of default investment options, designed to help you feel confident that you're meeting both your obligations as an employer and the needs of your employees.

Service and support