Regularly review
Creating your pension investment strategy isn’t the end of the story – your attitudes to risk may change and new investment opportunities may arise. Most important, the time you have left until retirement always gets shorter.
A review every three years or so may be enough to ensure that the investment strategy you have chosen is still right for you, unless there’s a big change in your life that needs immediate attention – taking early retirement for example.
Ask these questions to ensure your investment strategy stays on track:
- How long is it until you want to retire? Do your investments still match this time horizon?
- Are you still happy with the level of risk you are taking? Would you like to take more to increase growth potential – or less to guard against losses?
- Has your pension scheme introduced any new investment choices? Would you like to include these in your strategy?
- Are your chosen investment funds performing well – compared to the market and other similar funds?
- Can you afford to increase your pension contributions?
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J.P. Morgan market views
Investment director Edmund Brandt offers his analysis of market news and events across world stock markets and assesses future prospects for the global economy.