I am happy to commit my funds for Under 5 years 5-10 years over ten years leave for the next generation

Attitude to Investment Risk:- Please indicate your attitude to Investment Risk by choosing the Investment Risk Level most suited to you.
1. Safe - You would prefer to have no investment in the stock market whatsoever and are prepared to take the inflation risk that this implies.
2. Steady - You would like to benefit from long term investment returns but are wary of stock market volatility and would like to make some compensation by means of low risk investments.
3. Medium - You would like to take advantage of equity investments with the prospect of good long term returns and can accept the increased short term volatility.
4. Adventurous - You would like some investment in higher risk investments which carry the risk of potential loss of capital, but not to the detriment of either your long term or short term financial security.
5. High - You are willing to accept considerable potential loss of capital in order to gain potentially high returns, though still not jeopardising your short or long term financial security.
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I would prefer my funds to be invested 1. Safe 2. Steady 3. Medium 4. Adventurous 5. High

 

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It may be necessary to contact you in order for us to clarify certain items of information that you have provided. The products listed are not exhaustive and there may be others more suitable for you. If you decide to proceed with any of the products we have illustrated for you then you will have a legal right to cancel your plan within 14 days without incurring any costs or cancellation charges. If you are unsure as to the suitability of any of these products please contact us for professional advice. Please read the brochures and Key Features before making an investment as they contain important information. All information is based on current levels of taxation and is subject to change.  Pensionadvice Ltd will hold information you have given for administering and arranging your investments. Pensionadvice will not pass your details on to a third party other than to a provider of these investments. You may apply for a copy of the information that we hold about you and have the right to have any inaccuracies corrected.