Pre-retirement funds

A DC member looking to generate a fixed annual income may choose to buy an annuity at retirement.

Our experience as one of the UK’s largest annuity providers means we are well placed to help members who are looking to purchase an annuity, to invest with this in mind. For instance, as members approach retirement, they may prefer to invest in a fund that focuses on preserving the value of the annuity they can buy, rather than on growing the value of their assets.

The Pre-retirement fund range is specifically designed for this purpose.

We offer members a choice of three funds, depending on how closely linked to inflation members would like their future annuity purchase to be.

Read More about the pre-retirement fund range

Risks

The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested.