Product oversight and governance library
Our product oversight and governance summaries include the target market for each product and main features and characteristics, and risks. You can use these to support compliance with the new Consumer Duty regulations.
We've published the outcomes of our 2023 value assessments, which confirm all of our open products offer fair value to your clients, meaning you can continue to recommend our products with confidence. We didn’t identify any issues needed remedial action at an individual product level.
To make sure we can identify areas of foreseeable harm more easily and act quickly to resolve any issues, we’ve enhanced our policies and product oversight to include the Consumer Duty’s rules and outcomes. We’ve strengthened our reporting of customer outcomes for product reviews and value assessments and we’re mapping our key processes end to end to understand where improvements could be made.
We're in the process of adding value assessments for our closed-book products, which have a later deadline. Please keep checking back if you can't find what you're looking for.
To find out what we're doing to make sure we're delivering good outcomes, take a look at our Delivering fair value through our retail products guide.
You can access value assessments for funds on the platform from the fund group websites. You'll be able to access them from the European MiFID Templates (EMTs) in due course.
A helping hand for those requiring extra support
If your circumstances mean that you need some extra support, we’re here to help.
Practical support
We can offer different types of practical support and try where possible to centre this around your individual needs.
Support options could include:
- Assistance filling out forms
- Having a conversation in a way that suits you best
- Talking you through processes or topics you might find difficult to understand
- With your authorisation, liaising with family members or carers to articulate instructions
We want to make it as easy as possible for you to do business with us, so when you get in touch, please let us know your support needs and we’ll do what we can to help.
If you require an alternative communication format such as braille, large print, or audio, please contact us using phone or webchat. We will not be able to support this over email.