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Our dedication to our consumers is top priority for us.
Consumer Duty
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Target Market Assessments
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Due to new Consumer Duty requirements, all providers must publish materials documenting the target market assessments for their products and services.
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This will allow you, the adviser, to make an informed assessment as to whether the product and service we offer, provides a suitable solution for your target clients.
The target market assessments for all of our portfolios can be found on the following report.
Value for Money Assessments
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All providers must now also evidence that their products/services are of good value. These assessments should form part of an adviser's research and due diligence process.
The value for money assessments for all of our portfolios can be found on the following report.
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