Target Date Portfolio

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Changes your investment strategy over time to grow your money when you're young and reduce risk as you get older.

Risk level
Varied
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Could be right for:
Anyone that wants a cost effective 'set and forget' investment

How it works

The Target Date Portfolio evolves with you, adjusting your investment strategy as you age. When you're younger, it focuses on growth, and as you get older, it gradually reduces risk, aiming to protect your savings.

At PensionBee, the Target Date Portfolio is our default plan, because we believe this is a great plan to build a happy retirement. But you are able to switch to another plan whenever you choose.

Check out all our plans
Asset allocation
Target Date Portfolio asset allocation graph

Be Retirement Confident.

Roll over all your old 401(k)s into a PensionBee Individual Retirement Account (IRA). It takes just a few minutes to sign up.

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