Self-select funds

Making your choice easier

What are they?

The Trustee and Fenner has come up with a range of investment funds they think are appropriate if you don't want to invest in the low-involvement option or a lifestyle profile.

Remember, Fenner isn't recommending that the funds in the selected range are suitable for everyone.

Any choices you make now aren’t set in stone. You're in control and you can change your investments if you want - so you’re not committing yourself forever.

If you’re not sure which funds are right for you, you should get help from a financial adviser.

Things to be aware of

  • Before you choose an investment fund, make sure you understand its aims and risks
  • As with any investment, the value can go down as well as up, and may be worth less than what was paid in

So what now?

Need help choosing funds?

We’ve got the information to help you work out if your money is in the right place.

Check or change your investments

 

It's easy to find out where your money is invested - and to make changes to your investments.

Important documents

To help you make an informed decision we've provided you with important information that you should read. You should print or save copies of these documents for future reference.

Read this guide for more information about the Fenner Retirement Plan.

Member guide  (PDF, 374KB)

Read this outline for more information about the Standard Life Master Trust.

An outline of your employer's plan  (PDF, 264KB)

Complete this form to nominate beneficiaries for a lump sum death benefit payment.

Instruction for payment of the lump sum death benefit  (PDF, 87KB)

This summary is to be read along with the Member outline document.

Plan summary (PDF, 59KB)

Read this guide for more information and the tax benefits and tax charges which can apply.

Information about tax relief, limits and your pension (PDF, 190KB)

This document provides you with more information on how you can take money from your pension flexibly. For more information on the other options available please see your Member Guide above.

How Drawdown Works (PDF, 211KB)

Read this guide for more information on choosing your investment options if you decide to take money from your pension flexibly.

Choosing investment options for a flexible income (PDF, 119KB)