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Product governance

Retirement Account

Fair value statement

Product review and Fair Value Assessment (PDF, 79KB)

Consumer Duty requires advisers to make an overall assessment of value based on the total cost to the consumer. This assessment should include product, advice, and platform charges.

The Retirement Account Fair Value statement supports you with this. It explains how we’ve assessed our product governance and pricing approach, to deliver fair value to our customers.

Adviser Consumer Duty FAQs (PDF, 160KB)

Retirement Account target market

Please read our target market document (PDF, 528KB)

Product characteristics

For an overview of our Retirement Account features and benefits please view our Due Diligence Guide (PDF, 589KB) and Adviser Technical Guide (PDF, 2MB).