THE iPlan – INVESTMENT OPTIONS
The iPlan Occupational – Investment Options
The iPlan Occupational offers a standard range of investments from the leading independent fund managers, these have been selected to offer members of smaller plans the ability to access institutional class funds.
We have a transparent approach to business and we are completely neutral on the investments our clients choose to utilise in their retirement plans. We don’t have a “tie-in” with any fund managers and don’t accept any form of remuneration from fund promoters, as such our clients can be assured we never have any bias between one fund and another.
The investment options available in the iPlan Occupational include both “passive” and “active” funds from the leading fund houses, shown below.
- Franklin Templeton
- Goldman Sachs
- HSBC Investment Funds
- Legg Mason
- MFS Meridian