Hymans Robertson Go For Investment Pathways 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. BOOK A DEMO 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. With our approach, you can go beyond just compliance with the FCA requirements for investment pathways and create a market leading solution that engages customers to make more informed decisions. GO for Investment Pathways See for yourself how GO for Investment Pathways can enable your customers to build and tailor their user experience. Contact us today to arrange a demo. BOOK A DEMO VIDEO Delivering on the FCA's retirement challenge Play video 32 MINUTES Fixing the unfixable? In this webinar replay Paul Waters and Heather Meighan discuss about what can be done now to deliver on the FCA's retirement challenge. WATCH THE WEBINAR REPLAY Get in touch If you would like to find out more please don't hesitate to contact Paul. GET IN TOUCH Related content Can technology help bridge the advice gap? PODCASTS 19 Apr 2021 Advice, apps and APIs PODCASTS 20 Jan 2021 With greater choice comes greater responsibility BLOGS 28 Apr 2021 Corporate pensions hot topics – H1 2022 PUBLICATIONS 24 Nov 2021 Subscribe to our news and insights Enter email address SIGN UP MENU Hymans Robertson Copyright © 2021 Hymans Robertson LLP. All rights reserved.