Penfold

Fund and plan name changes

Keep an eye on your pot value at all times.

How often is the value of my pension pot updated?

Does a Penfold pension stop me from opening an ISA?

Can I have a pension and other investments like an ISA?

What is the Lifetime plan and what does it mean for the way your pension will be invested

What is the Lifetime Plan?

What risk level should I choose to invest in?

Learn how long it takes for you to change your pension risk level.

How long does it take for a fund switch to settle?

How and when can I change my investment plan or risk level?

How can I change my investment type?

Understanding your investment options

Elis

Laura

Jennifer

Investing

What is the Penfold Lifetime?

What are the benefits of the Penfold Lifetime?

Find out what assets our Penfold Lifetime invests in

What are private markets?

Find out what assets the Penfold Lifetime invests in

What are liquid alternatives?

Why is investing in private markets and liquid alternatives important?

How do the risk levels of the Penfold Lifetime differ from the Multi-asset and ESG Lifetime plans?

How has the Penfold Lifetime performed in the past?

How is the Penfold Lifetime protected by the FSCS?

Does the Penfold Lifetime have a different fee?

Was I moved to the Penfold Lifetime automatically?

Frankie Dewar

Penfold Lifetime

getpenfold.com

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