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Scheme decumulation investment strategies

FOI reference - FOI 2018-09-03
Date - 03/09/2018


In a previous report (PDF, 136kb, 28 pages) you outlined steps that schemes were considering taking to revise their investment strategy for members in the approach to and entering decumulation. The relevant section is entitled ‘investment risks’. Please supply any data gathered from schemes with regards to their decumulation investment strategies. This could include the proportion of assets held in cash, bonds, equities or other assets for customers in retirement or approaching retirement. Please provide the most up to data information.


Following a search of our paper and electronic records, I have established that we do not hold the information you have requested.