Investment plans

This is where your money is invested

To manage your investments, we partner with BlackRock, the largest investment company in the world.

Their experts know a thing or two about investing, and aim to grow your money over time using sensible investment strategies.

Key details about the easy access pot:

The easy access pot is designed to steadily grow over time, and contains a wide range of investments, including some of the biggest companies in the world, so all your eggs aren’t in one basket.

Easy access pot

Managed by
BlackRock
Risk/reward
5 out of 7
Fund fee
0.17% per year
Defaqto rating
5 stars
Sustainability disclosure

Key details about the pension pot:

With the pension pot, the investments will change as you progress through life.

When you’re younger, the goal is to grow your pension larger, and that means bigger ups and downs in value.

As you age, the investments will gradually adjust to have less ups and downs, until it’s time for retirement, where a steady income is planned.

For this reason the pension plan you'll automatically get will depend on your date of birth.

Your date of birth

Pension pot (before 1963)

Date of birth
Before 1963
Managed by
BlackRock
Fund fee
0.23% per year

Pension pot (1963 - 1967)

Date of birth
1963 - 1967
Managed by
BlackRock
Fund fee
0.23% per year

Pension pot (1968 - 1972)

Date of birth
1968 - 1972
Managed by
BlackRock
Fund fee
0.23% per year

Pension pot (1973 - 1977)

Date of birth
1973 - 1977
Managed by
BlackRock
Fund fee
0.23% per year

Pension pot (1978 - 1982)

Date of birth
1978 - 1982
Managed by
BlackRock
Fund fee
0.23% per year

Pension pot (1983 - 1987)

Date of birth
1983 - 1987
Managed by
BlackRock
Fund fee
0.23% per year

Pension pot (1988 - 1992)

Date of birth
1988 - 1992
Managed by
BlackRock
Fund fee
0.23% per year

Pension pot (1993 - 1997)

Date of birth
1993 - 1997
Managed by
BlackRock
Fund fee
0.23% per year

Pension pot (after 1997)

Date of birth
After 1997
Managed by
BlackRock
Fund fee
0.23% per year

For more information about the fund fee visit our pricing page.

Beach, for a brighter future

Get started