‘The Select Solution’ - Why Fidelity and the Allocator Range
Our Select range is perfect for receiving final salary transfers and it provides clients with:
- Phased investment into the market
- Depending on your age and objectives, either a Personal Pension Plan or a Pension Drawdown
- A truly global diversified investment portfolio.
- Ongoing management and reviews
- Cost effective access to Fidelity’s global expertise in both asset class selection and fund selection.
Fidelity has one of the largest global research capabilities with over 400 investment professionals and research staff around the world.
The team work together across asset classes using a 360° approach meaning the Fidelity multi-asset investment team directly supporting the proposition consisting of 32 investment professionals (managing £37bn assets) benefits from the full global capabilities.
Select uses Fidelity’s highly diversified Global Allocator range of risk profiled Funds and is distinguished by the type of underlying investments which combines both passive index tracking funds and instruments.
Importantly, the Allocator range invests both in Fidelity’s own funds and third party funds which creates a truly dynamically diversified solution.
For fund fact sheets please see the literature library
Pension Select and Allocator not right for you?
We have chosen Fidelity and the Allocator Fund Range because we believe it offers a market leading solution at a good price, however we recognise all clients are different and therefore we have a number of propositions which may be suitable for you.
We are part of The Pension Drawdown Company (established 1999) who are a Whole of Market Chartered Financial Planners and the original Pension Drawdown specialists. Part of our service is full advice and making sure we find the right solution for you. This may be an Essentials range using a Royal London Governed Portfolio, a more expensive Guaranteed solution which gives you some valuable underlying securities or, alternatively, a fully bespoke plan built around your specific needs.
More information is available on our main company website pension-drawdown.co.uk but a short summary of our propositions are highlighted in the table below.
* Bespoke portfolios are built according to client needs, therefore the total cost will vary according to the chosen platform and underlying funds
If you would like to know more about what we can offer please get in touch.