Download or view Helpful Guides and Market Information below.
| Servicing Information | ||
|---|---|---|
| Guernsey Employee Checklist – New Joiner | ||
| Guernsey Employee Checklist – When do I need to do Something? | ||
| Adding Beneficiaries to Your Member Self-Service Portal | ||
| How do I change my investments | ||
| How to access the Member self-service portal (MSS) | ||
| Investment Information | ||
|---|---|---|
| Brief explanation video on the Ravenscroft “Help me invest” fund range | ||
| ESG A Primer for Decision Making | ||
| An Introduction to ESG | ||
| The Financial Needs Pyramid | ||
| Investment Categories – tell me more | ||
| Decision tree – what type of investor am I? | ||
| “Help Me Invest” Investment Category – Case Study | ||
| “Invest for Me” Investment Category – Case Study | ||
| “Let Me Invest” Investment Category – Case Study | ||
| Fidelity Target Dated Funds Q&A | ||
