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This area of our website is designed for financial advisers and other financial professionals only.

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Product oversight and governance library

Visit our product oversight and governance library to find detail on our products' target markets, main features, characteristics and risks.

Product oversight and governance library

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Workplace pensions

Product Governance and Value Assessment - April 2023 For financial advisers - Product Governance and Value Assessment for Aegon Master Trust.
Group Personal Pension (TargetPlan) - Product Governance and Value Assessment - March 2023 For financial advisers - Product Governance and Value Assessment for Group Personal Pension (TargetPlan).
Product governance and value assessment - TargetPlan Trustee Transfer Plan This document details the TargetPlan Trustee Transfer Plan governance and vale assessment.
Group Stakeholder Pension (TargetPlan) - Product Governance and Value Assessment- March 2023 For financial advisers - Product Governance and Value Assessment for Group Stakeholder (TargetPlan).
Group Personal Pensions (Aegon & Scottish Equitable Pensions) - Product Governance and Value Assessment - March 2023 For financial advisers - Product Governance and Value Assessment for Group Personal Pensions (Aegon & Scottish Equitable Pensions).
Defined Contribution Integrated Service (Bundled / Own Trust) - Product Governance and Value Assessment - April 2023 For financial advisers - Product Governance and Value Assessment for Defined Contribution Integrated Service (Bundled / Own Trust).
Product Governance and Value Assessment Nexus/SEF (Aegon & Scottish Equitable Pensions) – April 2023 Read our product governance and value assessment document for Nexus/SEF (Aegon & Scottish Equitable Pensions).
Product Governance and Value Assessment Exsel Plus – April 2023 Read our product governance and value assessment document for Exsel Plus.
Product Governance and Value Assessment Exsel Group – April 2023 Read out product governance and value assessment for Exsel Group.
Product Governance and Value Assessment Exsel and SEL – April 2023 Read our product governance and value assessment document for Exsel and SEL.

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.