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Tailored Plan

Invests your money differently as you go through life, moving your money into historically safer investments as you get older. Managed by BlackRock.

Could be suitable forAnyone not wanting to make regular investment decisions throughout life

PensionBee’s Tailored Plan is our default option. It is a target date fund that invests your money differently as you go through life, seeking to provide a diversified investment that balances between growing your investment and protecting against risk to help you advance toward your retirement goals.

This type of plan is a Target Date Fund, it works by mapping your date of birth to an appropriate risk allocation for your age. The target retirement age is approximately 65. You are not able to change which specific underlying fund applies to you.

Select your age to see how this plan would invest your pension today.

About our default plan

PensionBee’s Tailored Plan is our default option. It is a target date fund that invests your money differently as you go through life, moving your money into historically safer investments as you approach retirement.The Tailored Plan has been designed to meet the needs of a typical non-advised customer, which are considered to be a diversified range of age-appropriate pension investments.The Tailored Plan may not be designed for the specific characteristics of each customer. You may wish to consider our other investment options or you may want to consider seeking investment advice.