Exclusive to Penfold, the Penfold Plan is our improved default investment option, built with the experts at BlackRock (our partner since since 2019!).
Just like our previous default plan Standard Lifetime and the Sustainable Lifetime Plan, the Penfold Plan is a lifestyle strategy made up of three portfolios with different risk stages: Protect, Balance and Growth. We will automatically move you through the different risk levels as you age.
The Penfold Plan includes:
100% FSCS protection
Great return potential
A low carbon footprint