Journey Planning is vital to the success of pension schemes. It is the process that helps you plan and ensure you will get to your end-game target.

It describes an Integrated Risk Management approach (as recommended by the Pensions Regulator) reflecting three key interconnected elements:

  1. Covenant
  2. Scheme funding
  3. Investment strategy

These three elements combine to get you to your agreed end-game target.

We have designed our Journey Planning process across these three elements to help you answer these four key decisions for your scheme:

  1. What is the end-game target for your scheme?
  2. What is the right initial level of return and risk?
  3. How might the target return and risk reduce over time? 
  4. How should you adjust your strategy, if or when, circumstances change

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Key Contact

XPS Investment

Patrick McCoy

Head of Investment 

T: 020 3327 5000

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