Investment Pathway 1

I have no plans to touch my money in the next 5 years

 

Investment Pathways have been introduced by the Financial Conduct Authority (FCA). The idea is to give you access to simple, good-value investments that broadly match your plans for your pension.

By choosing Investment Pathway 1, you can invest your pot in an AJ Bell fund designed for people who don’t plan to touch their money in the next 5 years. This fund is built and managed for you by our specialists in the AJ Bell Investments team.

Choosing an Investment Pathway is completely optional. If you prefer, you can pick your own investments, or simply leave your drawdown pot invested where it is now. Similarly, you could choose an Investment Pathway for some of your pot, then invest the rest elsewhere. Whichever option you go for, remember that it’s important to regularly review how your pension is invested, particularly if your retirement goals change.

Learn more about Investment Pathways

Remember that other providers offer Investment Pathway funds. It’s a good idea to shop around before you decide. The Money and Pension Service have a useful drawdown comparison tool which you can view on MoneyHelper.

Important information

Make sure you also read the KIID (key investor information document), factsheet and quarterly report. Each contain essential information on the fund to help you decide whether to invest.
KIID Factsheet Quarterly report

We're here to help you invest

We’ve been helping our customers put their money to work for over 30 years. And with over 673,000 customers, that’s a lot of people taking control of their financial futures. 

We’re not just one of the UK’s largest and best regarded investment platforms, we’re listed on the FTSE 250, we’re regulated by the Financial Conduct Authority (FCA), oh, and we’re a Which? Recommended provider seven years running, 2019-2025. 

So, when you're ready to feel good, investing, we're here to help.
Which 7 years running