The TargetPlan Self-Select range of over 160 funds (as at November 2022) offers your members scope to build bespoke investment strategies that match their investment goals and attitude to risk, whether they’re in their early career or approaching retirement. 

Offering a choice of active or passive funds, our Self-Select range includes single-asset building blocks covering the main asset classes - equities, bonds, property and cash – and world regions. This range also has multi-asset funds to give members a simpler way to build a diversified portfolio that matches their attitude to risk.

Responsible choices

The TargetPlan self-select range offers a choice of environmental, social and governance (ESG) focussed funds, as well as a Shariah-compliant option.* This allows your employees to find fund options that are in line with their values.  

*While the fund is designed to be Shariah-compliant, your product may not be.

Supporting your members’ investment choices

We’re committed to enabling your members to make suitable investment choices. From the moment they join your scheme, they’ll have access to a range of support and education to help them venture beyond their default fund.

  • Member joining pack – includes video summaries of their default fund and other investment options.
  • Bespoke Investment Options brochure – features their core fund range (if you choose one) and help managing their investments online.
  • Investment education – tips on things to think about when choosing investments, balancing risk and return, the main investment types, and educational videos. 
  • Fund factsheets – details on where each fund invests and its relative risk profile.
  • Investment risk questionnaire – a tool aiming to help members decide what kind of investor they are.

The value of investments can fall as well as rise and isn’t guaranteed. The final value of a member’s pension pot when they come to take benefits may be less than has been paid in.