Can employers reduce their fund range to tailor the investment choice for my scheme?01 June 2017
Under our platform the employer can select gating access.
We allow employers to select 'scheme favourites'. To help simplify choice for employees, employers along with the scheme adviser can create a ‘scheme favourites’ fund list for the SIPP wrapper. The list of scheme favourites can include up to 99 funds, which can be chosen from the extensive insured fund range.
This list will be available to employees when choosing their investments through the Asset Selector on platform. They’ll still be able to view the complete fund list as well, but the scheme favourites will allow some guidance to be provided.