We regularly review the additional expenses for all our insured funds as part of our commitment to provide a clear indication of costs to our customers. As a result of our last annual review, we made changes to the additional expenses of some of our TargetPlan funds. You can find more information on our approach and the changes by going to the Annual Review of Expenses 2023 TargetPlan funds page

We’ve carried out a further review of additional expenses, and so we’ll be making further updates to the expenses for some of our TargetPlan funds. The PDF below shows all the funds impacted.

Additional expenses are on top of the scheme annual management charge (AMC). We have no control over most of these expenses.

Please note that the total we show in the PDF are as at March 2024, unless otherwise stated.

What current investors need to do

Existing investors don’t need to do anything. If you’d like more information, please speak to your financial adviser. If you don’t have a financial adviser, you can visit moneyhelper.org.uk/choosing-a-financial-adviser to find the right one for you.