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Options beyond the default – TargetPlan

TargetPlan offers a broad range of choices for members who want to choose their own investment options.

TargetPlan's range of nearly 200 funds (as at December 2023) 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 and passive funds, the fund 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 funds that consider environmental, social and governance (ESG) foctors, 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.

Responsible investing

Our approach to responsible investing is designed to help workplace pension schemes and their members future-proof their investment options.

Find out more

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 information – includes details about the default fund for their scheme and things to think about when investing.
  • Bespoke Investment Options brochure – features details about the scheme default fund, information about the 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, and information on the main investment types.
  • Fund factsheets – details on where each fund invests, recent fund performance, charges, and its relative risk profile.
  • Investment risk questionnaire – a tool aiming to help members decide what kind of investment risk appetite they have.

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. 

To find out more about TargetPlan investment options, please speak to your usual Aegon contact.