The Consumer Duty document library

In line with regulatory requirements, Consumer Duty Target Market Statements and Value for Money Assessment Outcomes will be hosted on this page by 30th April 2023

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Platform and Investments
LF10269 Aviva Platform Investment Portfolio - Target Market Statement - PDF 03-01-2024 Download Aviva Platform Investment Portfolio - Target Market Statement
LF10287 Aviva Platform Investment Portfolio - Value for Money Assessment - PDF 19-02-2024 Download Aviva Platform Investment Portfolio - Value for Money Assessment
LF10270 Aviva Platform ISA Portfolio - Target Market Statement - PDF 03-01-2024 Download Aviva Platform ISA Portfolio - Target Market Statement
LF10288 Aviva Platform ISA Portfolio - Value for Money Assessment - PDF 19-02-2024 Download Aviva Platform ISA Portfolio - Value for Money Assessment
LF10271 Aviva Platform Pension Portfolio - Target Market Statement - PDF 25-09-2023 Download Aviva Platform Pension Portfolio - Target Market Statement
LF10289 Aviva Platform Pension Portfolio - Value for Money Assessment - PDF 19-02-2024 Download Aviva Platform Pension Portfolio - Value for Money Assessment
IN88018 Select Investment Growth & Income option - Target Market Statement - PDF 31-01-2023 Download Select Investment Growth & Income option - Target Market Statement
IN88060 Select Investment Growth & Income Option – Value for Money Assessment - PDF 21-04-2023 Download Select Investment Growth & Income Option – Value for Money Assessment
SP55191 Aviva Portfolio Level Option - Target Market Statement - PDF 24-04-2023 Download Aviva Portfolio Level Option - Target Market Statement
IN08030 Aviva Portfolio Level Option - Value for Money Assessment - PDF 27-04-2023 Download Aviva Portfolio Level Option - Value for Money Assessment
LF10291 Consumer Duty Summary Assessment - PDF 21-06-2023 Download Consumer Duty Summary Assessment
Retirement
AN15115 Pension Annuity - Target Market Statement - PDF 19-04-2023 Download Pension Annuity - Target Market Statement
AN15116 Pension Annuity - Value For Money Assessment - PDF 19-04-2023 Download Pension Annuity - Value For Money Assessment
AN02015 Immediate Life Annuity - Target Market Statement - PDF 26-09-2024 Download Immediate Life Annuity - Target Market Statement
AN02016 Immediate Life Annuity - Value For Money Assessment - PDF 02-07-2024 Download Immediate Life Annuity - Value For Money Assessment
AR011350 Immediate Lifetime Care - Target Market Statement - PDF 02-10-2024 Download Immediate Lifetime Care - Target Market Statement
AR011351 Immediate Lifetime Care - Value For Money Assessment - PDF 19-04-2023 Download Immediate Lifetime Care - Value For Money Assessment
AR011352 Secured Lifetime Care - Target Market Statement - PDF 02-10-2024 Download Secured Lifetime Care - Target Market Statement
AR011353 Secured Lifetime Care - Value For Money Assessment - PDF 19-04-2023 Download Secured Lifetime Care - Value For Money Assessment
PF011768 ER Lifestyle Flexible Option - Target Market Statement - PDF 15-04-2024 Download ER Lifestyle Flexible Option - Target Market Statement
PF011769 ER Lifestyle Flexible Option - Value for Money Assessment - PDF 15-04-2024 Download ER Lifestyle Flexible Option - Value for Money Assessment
Individual Pensions
SP55168 Aviva Personal Pension - Target Market Statement - PDF 24-04-2023 Download Aviva Personal Pension - Target Market Statement
SP02047 Personal Pension – Value for Money Assessment - PDF 21-04-2023 Download Personal Pension – Value for Money Assessment
SP56035 Stakeholder Pension - Target Market Statement - PDF 18-04-2023 Download Stakeholder Pension - Target Market Statement
SP01057 Stakeholder Pension - Value for Money Assessment - PDF 21-04-2023 Download Stakeholder Pension - Value for Money Assessment
SP64014 Aviva SIPP Drawdown Pension - Target market statement - PDF 24-04-2023 Download Aviva SIPP Drawdown Pension - Target market statement
HP53022 Aviva SIPP Drawdown Pension - Value for Money Assessment - PDF 01-03-2024 Download Aviva SIPP Drawdown Pension - Value for Money Assessment
Workplace
SP57697 New Generation Group Personal Pension - Target Market Statement - PDF 22-08-2024 Download New Generation Group Personal Pension - Target Market Statement
NG071708 New Generation Group Personal Pension - Value for Money Assessment - PDF 07-03-2024 Download New Generation Group Personal Pension - Value for Money Assessment
SP57585 New Generation Company Pension - Target Market Statement - PDF 11-09-2024 Download New Generation Company Pension - Target Market Statement
ng03123 New Generation Company Pension - Value for Money Assessment - PDF 28-05-2024 Download New Generation Company Pension - Value for Money Assessment
SP57696 New Generation Group AVC - Target Market Statement - PDF 25-04-2023 Download New Generation Group AVC - Target Market Statement
NG06055 New Generation Group AVC - Value for Money Assessment - PDF 28-05-2024 Download New Generation Group AVC - Value for Money Assessment
SP57698 New Generation Transplan - Target Market Statement - PDF 23-08-2024 Download New Generation Transplan - Target Market Statement
NG14081 New Generation Transplan - Value for Money Assessment - PDF 28-05-2024 Download New Generation Transplan - Value for Money Assessment
SP57586 Designer Pension - Target Market Statement - PDF 18-04-2023 Download Designer Pension - Target Market Statement
SP57702 Designer Pension – Value for Money Assessment - PDF 07-03-2024 Download Designer Pension – Value for Money Assessment
SP56034 Designer Stakeholder Pension - Target Market Statement - PDF 26-04-2023 Download Designer Stakeholder Pension - Target Market Statement
SP57703 Designer Stakeholder Pension – Value for Money Assessment - PDF 07-03-2024 Download Designer Stakeholder Pension – Value for Money Assessment
SP57587 Aviva Workplace Retirement Account - Target Market Statement - PDF 20-08-2024 Download Aviva Workplace Retirement Account - Target Market Statement
SP57687 Aviva Workplace Retirement Account - Value for Money Assessment - PDF 01-03-2024 Download Aviva Workplace Retirement Account - Value for Money Assessment
SP57684 Aviva My Money Cash ISA - Target Market Statement - PDF 28-03-2024 Download Aviva My Money Cash ISA - Target Market Statement
SP57689 Aviva My Money Cash ISA - Value for Money Assessment - PDF 01-03-2024 Download Aviva My Money Cash ISA - Value for Money Assessment
SP57685 Aviva My Money Stocks & Shares ISA - Target Market Statement - PDF 06-04-2023 Download Aviva My Money Stocks & Shares ISA - Target Market Statement
SP57690 Aviva My Money Stocks & Shares ISA - Value for Money Assessment - PDF 07-03-2024 Download Aviva My Money Stocks & Shares ISA - Value for Money Assessment
SP57686 Aviva My Money Investment Account - Target Market Statement - PDF 06-04-2023 Download Aviva My Money Investment Account - Target Market Statement
SP57691 Aviva My Money Investment Account - Value for Money Assessment - PDF 07-03-2024 Download Aviva My Money Investment Account - Value for Money Assessment
SP57592 Aviva Flexible Retirement Account - Target Market Statement - PDF 02-09-2024 Download Aviva Flexible Retirement Account - Target Market Statement
SP57688 Aviva Flexible Retirement Account - Value for Money Assessment - PDF 07-03-2024 Download Aviva Flexible Retirement Account - Value for Money Assessment
SP57692 Company Pension @ Aviva (Isle of Man 89 Plan) - Target Market Statement - PDF 02-09-2024 Download Company Pension @ Aviva (Isle of Man 89 Plan) - Target Market Statement
SP03362 Company Pension @ Aviva (Isle of Man 89 Plan) - Value for Money Assessment - PDF 28-05-2024 Download Company Pension @ Aviva (Isle of Man 89 Plan) - Value for Money Assessment
SP57695 Aviva Isle of Man Personal Pension 89 Plan - Target Market Statement - PDF 02-09-2024 Download Aviva Isle of Man Personal Pension 89 Plan - Target Market Statement
SP55190 Aviva Isle of Man Personal Pension 89 Plan - Value for Money Assessment - PDF 23-05-2024 Download Aviva Isle of Man Personal Pension 89 Plan - Value for Money Assessment
SP57693 Isle of Man Personal Pension Freedom Section 61 Plan - Target Market Statement - PDF 02-09-2024 Download Isle of Man Personal Pension Freedom Section 61 Plan - Target Market Statement
SP03364 Isle of Man Personal Pension Freedom Section 61 Plan - Value for Money Assessment - PDF 01-03-2024 Download Isle of Man Personal Pension Freedom Section 61 Plan - Value for Money Assessment
SP57694 Company Pension Freedom @ Aviva (Isle of Man Section 61 Plan) - Target Market Statement - PDF 04-04-2023 Download Company Pension Freedom @ Aviva (Isle of Man Section 61 Plan) - Target Market Statement
SP03363 Company Pension Freedom @ Aviva (Isle of Man Section 61 Plan) - Value for Money Assessment - PDF 01-03-2024 Download Company Pension Freedom @ Aviva (Isle of Man Section 61 Plan) - Value for Money Assessment
SP54006 Aviva SSAS - Target Market Statement - PDF 26-09-2024 Download Aviva SSAS - Target Market Statement
HP91011 Aviva SSAS - Value for Money Assessment - PDF 01-03-2024 Download Aviva SSAS - Value for Money Assessment
SP65089 Integrated Income Drawdown Option - Target Market Statement - PDF 27-04-2023 Download Integrated Income Drawdown Option - Target Market Statement
SP992006 Integrated Income Drawdown Option - Value for Money Assessment - PDF 07-03-2024 Download Integrated Income Drawdown Option - Value for Money Assessment
Health
GEN7565 Fair Value Assessments - PDF 17-09-2024 Download Fair Value Assessments
gen7145 Target Market Statement -  Solutions - PDF 09-08-2024 Download Target Market Statement -  Solutions
GEN7144 Target Market Statement - Healthier Solutions - PDF 08-07-2024 Download Target Market Statement - Healthier Solutions
GEN7567 Target Market Statement Optimum - PDF 31-07-2024 Download Target Market Statement Optimum
GEN7163 Target Market Statement - Speedy Diagnostics - PDF 26-07-2024 Download Target Market Statement - Speedy Diagnostics
GEN7187 Target Market Statement - Signature - PDF 16-07-2024 Download Target Market Statement - Signature
GEN7181 Target Market Statement - Healthcover - PDF 09-07-2024 Download Target Market Statement - Healthcover
GEN7188 Target Market Statement - Trust Care - PDF 16-07-2024 Download Target Market Statement - Trust Care
GEN7184 Target Market Statement - Personal Care - PDF 16-07-2024 Download Target Market Statement - Personal Care
GEN7186 Target Market Statement - Select Care - PDF 10-07-2024 Download Target Market Statement - Select Care
GEN7151 Target Market Statement - Childrens PMI - PDF 12-07-2024 Download Target Market Statement - Childrens PMI
GEN7156 Target Market Statement - Express Care - PDF 19-07-2024 Download Target Market Statement - Express Care
GEN7179 Target Market Statement - Fair & Square Club - PDF 16-07-2024 Download Target Market Statement - Fair & Square Club
gen7180 Target Market Statement - Fair & Square First - PDF 09-07-2024 Download Target Market Statement - Fair & Square First
GEN7160 Target Market Statement - Medios Healthcare - PDF 16-08-2024 Download Target Market Statement - Medios Healthcare
GEN7159 Target Market Statement - Medios Optional - PDF 31-07-2024 Download Target Market Statement - Medios Optional
GEN7158 Target Market Statement - Medios Executive Plus - PDF 31-07-2024 Download Target Market Statement - Medios Executive Plus
Group Protection
GR06477 GP Target Market Statement - PDF 30-05-2024 Download GP Target Market Statement
GR02366 GIP Value for Money Assessment - PDF 16-05-2024 Download GIP Value for Money Assessment
GR03298 GCI Value for Money Assessment - PDF 12-09-2024 Download GCI Value for Money Assessment
GR01251 GLA Value for Money Assessment - PDF 16-07-2024 Download GLA Value for Money Assessment
GR01250 SPLA Value for Money Assessment - PDF 22-08-2024 Download SPLA Value for Money Assessment
Individual Protection
AL03024 Personal Protection - Life Insurance+ - Statement of facts - PDF 20-04-2023 Download Personal Protection - Life Insurance+ - Statement of facts
AL08010 Personal Protection - Critical Illness+ - Statement of facts - PDF 20-04-2023 Download Personal Protection - Critical Illness+ - Statement of facts
AL12011 Personal Protection - Living Costs Protection - Statement of facts - PDF 20-04-2023 Download Personal Protection - Living Costs Protection - Statement of facts
AL14021 Personal Protection - Whole of Life Insurance+ - Statement of facts - PDF 20-04-2023 Download Personal Protection - Whole of Life Insurance+ - Statement of facts
AL15015 Business Protection - Business Life Insurance Options - Statement of facts - PDF 20-04-2023 Download Business Protection - Business Life Insurance Options - Statement of facts
AL18045 Business Protection - Relevant Life Insurance - Statement of facts - PDF 20-04-2023 Download Business Protection - Relevant Life Insurance - Statement of facts
AL20003 Personal Protection - Simple Life Insurance - Statement of facts - PDF 20-04-2023 Download Personal Protection - Simple Life Insurance - Statement of facts
IP01166 Personal Protection - Income Protection+ - Statement of facts - PDF 20-04-2023 Download Personal Protection - Income Protection+ - Statement of facts
PT151265 Personal Protection - Global Treatment - Statement of facts - PDF 20-04-2023 Download Personal Protection - Global Treatment - Statement of facts
PT151266 Personal Protection - Fracture Cover - Statement of facts - PDF 20-04-2023 Download Personal Protection - Fracture Cover - Statement of facts

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Protection fair value assessment outcomes