When a scheme is set up, a suitable default strategy is selected and, in some cases, a core fund range is also selected from the provider's full fund range.  In due course these fund(s) will be aiming to optimise member outcomes at retirement.

Over time, however, the investment strategy originally chosen may no longer be appropriate, or the managers may not be performing as you'd hoped.

An investment fund review allows you to check that the investment options originally selected remain fit for purpose, or if there are more appropriate choices available.

Our various review services help you assess the value provided by the current default investment strategy or range of investment options available to members of the scheme. 

We include a summary of the default fund's investment performance set against its objectives and also the funds available in the wider DC and/or AVC market, utilising research undertaken by our sister company CAMRADATA to benchmark the funds.