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  // Open Popup ID 1058 if any element with .header--nav__button
document.querySelectorAll('.header-nav-button').forEach( (el) => {
	el.addEventListener('click', () => {
		bricksOpenPopup(XXX)
	})
})
document.querySelectorAll('.header-nav--parent').forEach(li => {
  const toggle = li.querySelector('.brx-submenu-toggle');
  if (!toggle) return;

  const a = toggle.querySelector('a');
  const button = toggle.querySelector('button');
  if (!a || !button) return;

  // Move the label text into the button (prepend before the SVG)
  const labelText = document.createTextNode(a.textContent);
  button.prepend(labelText);

  // Remove the <a> tag
  a.remove();
});

Investment Education Service

Investment Education Service

For those who want to understand how their pension provider’s default investment works

If you click on the button below and complete our short quiz, we will provide some educational videos and material with you which will help you to increase your pension investment knowledge. To further test your understanding, we will ask you to re-take the quiz and hopefully your score will increase.

Investment Fund Risk Review Questionnaire
Introduction
 
This questionnaire is only for completion by pension scheme members who have not yet taken any benefits from their employer pension scheme.

An essential part of our advice process in relation to your company pension is an assessment of your attitude to investment and other risks. This enables us to recommend a suitable investment strategy or consider the suitability of any existing investment fund selection.

There are 16 questions which are designed to assess your thoughts when making financial investment decisions. There are no right or wrong answers and please answer every question, even if you feel it doesn’t really apply to you.
 
Important Notes
We would refer you to our privacy statement (https://wingatebs.com/wp-content/uploads/2018/05/wbs-privacy-statement.pdf) which explains how we use any personal information we collect about you.

The information you provide on this questionnaire will be exported by us through a Google account for processing and storing on our secure internal systems. Once the data has been exported, it will be deleted permanently from the Google Services used for the questionnaire.

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Before proceeding you must read and agree both our Client Service Agreement for Pension Scheme Members and Investment Risk Profiling Service Agreement.

Client Service Agreement for Pension Scheme Members: https://wingatebs.com/wp-content/uploads/2021/06/wbs-individual-client-agreement.pdf

Investment Risk Profiling Service Agreement: https://wingatebs.com/wp-content/uploads/2021/06/WBS-Pension-Member-Services-Retirement-Income-Review.pdf

Get in Touch

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You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Please refer to our Privacy Statement to see how we use your personal information.