Preserve Plan
Makes short-term investments into creditworthy companies. This reduces risk and preserves your money. Managed by State Street Global Advisors.
Could be suitable forAnyone wanting a lower-risk plan with more modest returns over the long-term
Investment Type
Data provided by Morningstar
Risk/reward profile
Each of our pension plans invest in a different range of assets to meet the needs of its target customer. The mix of assets defines whether the plan is considered higher-risk (designed for growth) or lower-risk (designed for stability).Lower
This lower-risk plan will invest more of your funds into assets which typically experience smaller fluctuations in their value, such as bonds, relative to the assets in our higher-risk plans, such as equity. However, the value of your savings may still fall as well as rise, especially during market disruptions. The potential for returns on your investment will likely be more modest over the long-term compared to our higher-risk plans.Plan factsheet
We've simplified each plan's risk rating on this page to a higher/medium/lower scale to aid comparison. Plan factsheets may use a different scale, representing the money manager's own methodology.Preserve Plan FactsheetTotal annual fee
With PensionBee you pay just one annual fee, taken from your pension pot.0.50%Annually
Have over £100,000? We'll halve the fee on anything you save over that amount.