Supporting personalised investment strategies
TargetPlan provides your employees with access to a comprehensive range of funds they they can invest in as an alternative to the default option, empowering them to tailor their investment strategy for their retirement with confidence.
Our diverse fund range includes both active and passive options, spanning multi-asset and single-asset funds aligned with major asset classes and global regions. Whether members are looking to build a diversified portfolio or focus on specific markets, TargetPlan offers the flexibility to match their individual goals and risk appetite.
- Passive and active management styles
- Single-asset and multi-asset class funds
- Funds which invest in specific regions across developed and emerging markets
- Funds which consider ESG and / or target a specific responsible investment theme
- Shariah compliant options
The TargetPlan fund range caters to responsible investing with a variety of funds considering Environmental, Social and Governance (ESG) factors as standard. This includes funds with exclusionary criteria and funds with sustainability objectives.
Helping members manage their pension easily
We’re committed to helping your members make confident investment decisions from day one. Through a range of educational resources and retirement tools, we support members in understanding their options and feeling informed to go beyond the default fund if they choose.
Comprehensive support includes:
- Member joining information: Clear, accessible guidance introducing the scheme’s default fund and key things to think about when starting to invest.
- Bespoke investment options guide: A scheme-specific overview of investment options including the default fund, any core fund range you’ve selected, and step-by-step help for managing investments online.
- Investment education: Foundational knowledge for understanding investments and investment terminology, understanding risk and return, and the main types of investment options available.
- Fund factsheets: Transparent, up-to-date information on each fund’s holdings, recent performance, charges, and risk profile.
- Investment risk questionnaire: An interactive tool to help members assess their personal risk appetite and make choices aligned with their investment goals.
With these resources, members are empowered to take control of their pension investments, with clarity, confidence, and the right level of support. Members can see their investment options and make changes easily via TargetPlan online or by downloading the Aegon UK app to explore your options and make changes anytime.
There’s no guarantee the funds will meet their objectives. The value of investments and any income taken, can fall as well as rise and isn’t guaranteed. Capital at risk.