Solution introduction
Delivering a simple and robust Investment Pathways customer experience for your business
Under the FCA’s investment pathways rules, providers must offer consumers entering drawdown with four options on how they might use their pot with a suitable investment strategy for each one
How we can help
Providers must ensure non-advised customers entering drawdown are presented with their options in relation to investment pathways, including the suitability of each option to meet their needs, the charges and the investment strategy. Ensuring customers understand these will be paramount to delivering good customer outcomes.
Our GO for Investment Pathways tool can provide:
- Tailored strategic asset allocations for each of the pathways to meet the needs of your customers.
- A simple and intuitive digital engagement tool for customers to review and select their investment pathway.
As well as managing the customer experience, our GO for Investment Pathways tool captures and plays back essential data to support the governance oversight of your Independent Governance Committee or Governance Advisory Arrangement.
