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Dean Wetton Advisory People's Pension preferred funds

The preferred fund service is designed to help those members who would like to take an active role in selecting their pension investment funds, but find the full People's Pension range too large to be able to analyse themselves.

Welcome to the Dean Wetton Advisory preferred fund listings service for your People's Pension group personal pension plan.

This range of funds has been selected from the entire People's Pension range by Dean Wetton Advisory. Dean Wetton Advisory is an independent investment consultancy providing investment advice to pension schemes, insurers, charities and asset managers. Their services cover a wide range of advice from providing asset allocation and manager research and fund selection services to providing asset managers with strategic and product strategy advice.

Their remit is to select a range of funds across the major sectors and asset classes which they expect to be suitable as core holdings for a long term pension investor. Where more than one fund is selected in a sector the aim is for the funds to be complementary.

When Dean Wetton Advisory’s view of a particular fund within the preferred fund service changes this will be updated through this website and if you ensure your contact details are kept up to date with NFP we will also make contact with you when Dean Wetton Advisory’s view of a fund you invest in changes. However, it will be your responsibility to monitor the performance of the funds you have invested in and to make any relevant changes to your Aviva (Ex Friends Life) group personal pension plan.

Although Dean Wetton Advisory have taken time and care to select these funds this does not imply they will be the best performing funds available.

This service is designed to help those members looking to make their own investment choices, but a fund being selected for this service does not constitute a recommendation that you should invest in it. Please bear in mind that investments can go down as well as up.


List of funds

Active self-select recommendations

Fund Name

Sector

Comments

Fact Sheet

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Global Equity

N/A

Download

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UK Equity

N/A

Download

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EM Equity

N/A

Download

N/A

Multi Asset

N/A

Download

N/A

Broad Bonds

N/A

Download

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Small Cap

N/A

Download

Passive self-select recommendations

Fund Name

Sector

Comments

Fact Sheet

B&CE Ethical Fund

Ethical

The fund’s investments are weighted towards companies that demonstrate a robust ESG profile or an improving trend. Companies who are involved in the production of controversial weapons, including cluster munitions, are excluded. Currently well-diversified but with a strong bias (50% or higher) towards US exposure.

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B&CE Global Investments (up to 100% shares) fund

Global Equity

The B&CE Global Investments (up to 100% Shares) Fund aims to achieve long-term capital growth by primarily investing across the UK and overseas equity markets.

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B&CE Global Investments (up to 85% shares) Fund

Multi Asset

The fund aims to achieve long-term capital growth by investing in a range of asset classes in the UK and overseas. The fund is medium/high risk and will typically hold up to 85% in equities, with a mix of UK and overseas equities.

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B&CE Shariah Fund

Islamic

The fund invests globally and tracks the Dow Jones Islamic Market Titans Index, which comprises Shariah-compliant companies endorsed by the HSBC Amanah Shariah Supervisory Committee. Over 85% of the fund is invested in US and Europe including UK.

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N/A

UK Equity

Download

N/A

EM Equity

Download

Last updated: 02/07/2024 - Last reviewed: 02/07/2024


Information

The content of this microsite is targeted at UK based consumers, who are members of People's Pension group personal pension plans for whom NFP Benefits Consultants Limited NFP are the appointed advisers. The information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. Investors who are resident in, or citizens of, countries other than the UK may be subject to different legislative and regulatory restrictions.

The information contained within this microsite should not be viewed in isolation and is based on NFP Benefits Consultants Limited's views and understanding of current UK legislation, which is subject to change, at any time and should be read in conjunction with other relevant literature which is available within the public domain.

Whilst we take responsibility to ensure that the information contained within this microsite is accurate and up to date, we do not accept any liability for any errors or omissions. If you are in any doubt as to the validity of information made available within these pages, we recommend you seek verification by contacting us.

Any disclosure, reproduction, copying, distribution, or other dissemination or use of the content of this microsite is strictly prohibited.

Any figures provided on the microsite are for illustrative purposes only and are not guaranteed.

The views or opinions expressed within this microsite are provided for information only purposes and are based upon our experiences of the financial services market place at this time and should not be viewed as financial advice.

If you are in any doubt as to how the content of this microsite impacts upon your own situation or circumstances you should seek financial advice which can be offered by NFP on request. NFP reserves the right to charge additional fees for personal financial advice services, including individual pension transfer and retirement options services.

NFP has joined alliances with specialist business associates who are able to provide personal financial advice, upon request. These carefully selected business partners reserve the right to charge a fee for these services which would be agreed in advance before they undertake any work.

Whilst we take all reasonable steps to ensure this microsite is always accessible we will not be held liable if, for any reason, the microsite is unavailable for any period. We may also have to suspend access to the microsite for routine or emergency updates and maintenance but we will endeavour to keep any disruption to a minimum. In addition we cannot warrant that this microsite will be free of viruses or defects of any description and we will not be held responsible for any technical problems you may suffer as a result of your use of this microsite.

This microsite may also contain hypertext links to microsites operated by third parties. The responsibility for the operation and content of those microsites shall rest solely with the organisation identified as controlling the third party microsite and will be governed by separate terms and conditions. Links are provided for convenience and inclusion of any link does not imply endorsement in any way of the site to which it links. We accept no responsibility or liability for the contents of any linked microsite.

NFP Benefits Consultants Limited is registered with the UK Information Commissioner’s Office and endeavours to follow all the guideline and rules set out in the General Data Protection Regulation (EU) 2016/679 (“GDPR”), and any European Union Member State data protection laws implementing or supplementing the GDPR as well as the United Kingdom’s data protection laws, including the UK GDPR.

The preferred investment funds listings information contained within this website has been delivered by NFP in partnership with Dean Wetton Advisory and People's Pension.

The content of this website is provided for information and guidance only and therefore does not represent investment advice nor should it be construed as such. The content should not be viewed as financial advice, but is intended to provide an overview of possible considerations or options.

It is important for you to appreciate that the selection of investment fund(s) included on preferred listings may not necessarily be the best long term solution to meet your personal needs and as such this is not a recommendation that this is the most suitable option for you to choose. Clearly this option will not have taken account of your personal circumstances, needs and objectives, as well as your individual experience of investments and your attitude to risk.

Please note that past investment performance is not a guide to future investment performance. Potential for profit is accompanied by the possibility of loss. The value of investment funds and the income from them may go down as well as up and investors may not get back the original amount invested.

NFP Benefit Consultants Limited is authorised and regulated by the Financial Conduct Authority. Registration number: 518520. Registered office: 14 Caroline Point, 62 Caroline Street, Birmingham, B3 1UF. Registered in England and Wales No: 06532473

Johnson Fleming Limited is authorised and regulated by the Financial Conduct Authority. Registration number 736842. Registered office14 Carloine Point, 62 Caroline Street, Birmingham, B3 1UF. Registered in England and Wales, registered number 04385810.

Johnson Fleming Services Limited is not authorised by the Financial Conduct Authority. Registered in England and Wales, register number 08373606.

If you are in any doubt as to how the content of this website impacts upon your own situation or circumstances you should seek financial advice.

The Financial Conduct Authority does not regulate some forms of auto-enrolment, some pension communications and some pension governance.

Neither Johnson Fleming or NFP are authorised as tax advisers, employment law specialists or advisers to pension scheme trustees.

NFP Benefit Consultants Limited is authorised and regulated by the Financial Conduct Authority. Registration number: 518520. Registered office: 14 Caroline Point, 62 Caroline Street, Birmingham, B3 1UF. Registered in England and Wales No: 06532473.

If you are in any doubt as to how the content of this website impacts upon your own situation or circumstances you should seek financial advice.

The Financial Conduct Authority does not regulate some forms of auto-enrolment, some pension communications and some pension governance.

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