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i-Investor

What kind of investor are you?

i-Investor

What kind of investor are you?

How your investments perform during your working lifetime can go a long way to determining the size of your pension pot, within the Scheme, when you come to retire. Taking an interest in where your money is invested could literally pay dividends.

'i-Investor' has been created to help you determine which funds might be most applicable to you - based on your attitude to investment risk.

You will be asked to answer 10 investment related questions. Your answers will be summarised and the relevant fund factsheets will then be made available to you.

There are no clear right and wrong options as much depends on your personal circumstances. The Scheme offers a range of options from taking full control of your investments to the three 'Lifestyle' funds - where the decisions around individual fund selection are made for you.

Question one

Please choose one of the answers

How much involvement would you like to have in choosing which investments you make?

Please make a selection

Question two

Please choose one of the answers

How far away are you from your selected retirement date?

Please make a selection

Question three

Please choose one of the answers

Do you have pension savings in addition to those within the DC Section of the Scheme?

Please make a selection

Question four

Please choose one of the answers

Are you cautious when it comes to financial matters?

Please make a selection

Question five

Please choose one of the answers

Are you worried that the investments you make could fall as well as increase in value?

Please make a selection

Question six

Please choose one of the answers

Would you be prepared to pay higher contributions in order to reduce the risk of not having a sufficient Personal Account at retirement?

Please make a selection

Question seven

Please choose one of the answers

How would you rate your understanding of the financial markets?

Please make a selection

Question eight

Please choose one of the answers

With regard to any general savings you have, where do you invest these?

Please make a selection

Question nine

Please choose one of the answers

What is your reaction when you hear news about falls in the financial markets?

Please make a selection

Question ten

Please choose one of the answers

If your investments were not performing as well as you would like it to, what would you do?

Please make a selection

Disclaimer

Your results are ready but you must read and accept the disclaimer before we can show them to you.

The purpose of this i-Investor tool is to support you in your decision making about the investment of your Personal Account. It is not intended to provide you with any investment advice. The Trustee of the Prudential Staff Pension Scheme is not authorised to provide members of the DC Section of the Scheme with investment advice. This i-Investor tool aims to help you better understand certain aspects of investment risk and the investment options available to you. By clicking the box below you are acknowledging and agreeing that the i-Investor tool is for illustrative purposes only. If you are unsure on what to do then it is strongly recommended that you seek independent financial advice. Information on independent financial advisers in your area can be found at www.unbiased.co.uk.

Please check the box to confirm you have read the disclaimer, and acknowledge and agree that this i-Investor tool is for illustrative purposes only, to support you in your decision making, and the Trustee is not providing you with any investment advice.

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