Fund Centre
A powerful investment resource
Working to significantly expand our existing fund information on Orbit, we created Fund Centre.
This offers a wide range of tools and information which help users make sense of the complicated element of pensions investment.
The functionality is structured under three main areas:
Video Guides
Selecting investment options can be daunting
so we built a video guide for employees to
watch, or download in brochure format
The guide helps employees by giving them background knowledge which should help structure their decision making.
Fund information and ratings
We significantly expanded the information available; this includes past performance data, industry ratings, fund news relevant to the member’s portfolio, new risk profile levels, and revised fund fact sheets.
Portfolio management tools
This allows members to view the effects
of combining fund options and the past returns relative to the risk taken.
Existing features such as pension tracking
tools, calculator and switching facilities remain, and Fund Centre offers employees further support in understanding, selecting and managing their pension fund.
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Key contact:
Sarah Steel
Head of Business Development