Fidelius Employee Benefits Risk Profiler
Our Risk Profiler helps you, as a pension scheme member, to identify two things. Firstly it assesses how much risk you are comfortable taking with your pension savings and secondly it suggests a portfolio to meet your needs, taking account of your risk preference and your personal circumstances.
There are 10 risk based questions: these assess your risk profile; how much risk you are comfortable with taking.There are then 4 validation questions: these ask about your personal circumstances; how much risk you can afford to take, and other investment preferences.
The Risk Profiler then combines your risk profile with your circumstances and other preferences to recommend a suitable portfolio for you. You should complete the Risk Profiler fairly regularly, particularly if your circumstances change, for example as you move within 5 years of retirement because even if your risk profile remains the same, a change in your circumstances can mean that a different portfolio may become suitable.
Once you have submitted your responses you will receive the results and an email outlining the outcome.