Fund Managers
The Longevity Income Plan offers long-term investment in a carefully picked selection of highly regarded funds from leading fund managers. It caters for a range of investment strategies from the most cautious to the more adventurous, depending on the Planholder's attitude to risk.
The funds have been selected in consultation with Old Broad Street Research Ltd (OBSR). OBSR is an independently-owned consultancy and the only research business in the UK that supplies qualitative investment analysis, supported by quantitative information, leading to fund ratings and product panels across the retail life, pension, investment and savings markets.
There are 10 funds to choose from and Planholders can invest their lump sum in one fund or split it across a choice of any of the funds. Read our Fund Investment Guide for more details on each of the funds.
Planholders can change investment strategy or funds at any time, right up to the Vesting Age and beyond.
The funds:
