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Investment Pathways

An introduction

You’re now at a stage where you’re looking at your options for investing money within the Income part of your Prudential Retirement Plan, using Investment Pathways.

What are Investment Pathways?

Investment Pathways have been introduced to help customers who want to invest in drawdown without advice. Investment Pathways may be suitable for you if you’re certain you don’t want to take financial advice, you don’t want to select your own funds, or remain in your current investment.

The options are based on your plans for your money in the next five years. So, you’ll need to decide which option best fits your plans for your money. We have selected funds to match each option.

The four Investment Pathway options

Pathway 1

I have no plans to touch my money in the next five years.

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Pathway 2

I plan to use my money to set up a guaranteed income for life (also known as 'an annuity') within the next five years.

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Pathway 3

I plan to start taking my money as long-term income or make withdrawals as needed, within the next five years.

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Pathway 4

I plan to take out all my money within the next five years.

Find out more