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

Platform and Investments

Title Reference Last updated
Aviva Platform Investment Portfolio - Target Market Statement PDF
LF10269 03-01-2024
Aviva Platform Investment Portfolio - Value for Money Assessment PDF
LF10287 17-04-2023
Aviva Platform ISA Portfolio - Target Market Statement PDF
LF10270 03-01-2024
Aviva Platform ISA Portfolio - Value for Money Assessment PDF
LF10288 17-04-2023
Aviva Platform Pension Portfolio - Target Market Statement PDF
LF10271 25-09-2023
Aviva Platform Pension Portfolio - Value for Money Assessment PDF
LF10289 17-04-2023
Select Investment Growth & Income option - Target Market Statement PDF
IN88018 31-01-2023
Select Investment Growth & Income Option – Value for Money Assessment PDF
IN88060 21-04-2023
Aviva Portfolio Level Option - Target Market Statement PDF
SP55191 24-04-2023
Aviva Portfolio Level Option - Value for Money Assessment PDF
IN08030 27-04-2023
Consumer Duty Summary Assessment PDF
LF10291 21-06-2023

Retirement

Title Reference Last updated
Pension Annuity - Target Market Statement PDF
AN15115 19-04-2023
Pension Annuity - Value For Money Assessment PDF
AN15116 19-04-2023
Immediate Life Annuity - Target Market Statement PDF
AN02015 18-10-2023
Immediate Life Annuity - Value For Money Assessment PDF
AN02016 19-04-2023
Immediate Lifetime Care - Target Market Statement PDF
AR011350 19-04-2023
Immediate Lifetime Care - Value For Money Assessment PDF
AR011351 19-04-2023
Secured Lifetime Care - Target Market Statement PDF
AR011352 22-08-2023
Secured Lifetime Care - Value For Money Assessment PDF
AR011353 19-04-2023
ER Lifestyle Flexible Option - Target Market Statement PDF
PF011768 15-04-2024
ER Lifestyle Flexible Option - Value for Money Assessment PDF
PF011769 15-04-2024

Individual Pensions

Title Reference Last updated
Aviva Personal Pension - Target Market Statement PDF
SP55168 24-04-2023
Personal Pension – Value for Money Assessment PDF
SP02047 21-04-2023
Stakeholder Pension - Target Market Statement PDF
SP56035 18-04-2023
Stakeholder Pension - Value for Money Assessment PDF
SP01057 21-04-2023
Aviva SIPP Drawdown Pension - Target market statement PDF
SP64014 24-04-2023
Aviva SIPP Drawdown Pension - Value for Money Assessment PDF
HP53022 01-03-2024

Workplace

Title Reference Last updated
New Generation Group Personal Pension - Target Market Statement PDF
SP57697 25-04-2023
New Generation Group Personal Pension - Value for Money Assessment PDF
NG071708 07-03-2024
New Generation Company Pension - Target Market Statement PDF
SP57585 18-04-2023
New Generation Company Pension - Value for Money Assessment PDF
ng03123 21-04-2023
New Generation Group AVC - Target Market Statement PDF
SP57696 25-04-2023
New Generation Group AVC - Value for Money Assessment PDF
NG06055 21-04-2023
New Generation Transplan - Target Market Statement PDF
SP57698 25-04-2023
New Generation Transplan - Value for Money Assessment PDF
NG14081 21-04-2023
Designer Pension - Target Market Statement PDF
SP57586 18-04-2023
Designer Pension – Value for Money Assessment PDF
SP57702 07-03-2024
Designer Stakeholder Pension - Target Market Statement PDF
SP56034 26-04-2023
Designer Stakeholder Pension – Value for Money Assessment PDF
SP57703 07-03-2024
Aviva Workplace Retirement Account - Target Market Statement PDF
SP57587 06-04-2023
Aviva Workplace Retirement Account - Value for Money Assessment PDF
SP57687 01-05-2023
Aviva My Money Cash ISA - Target Market Statement PDF
SP57684 28-03-2024
Aviva My Money Cash ISA - Value for Money Assessment PDF
SP57689 01-03-2024
Aviva My Money Stocks & Shares ISA - Target Market Statement PDF
SP57685 06-04-2023
Aviva My Money Stocks & Shares ISA - Value for Money Assessment PDF
SP57690 07-03-2024
Aviva My Money Investment Account - Target Market Statement PDF
SP57686 06-04-2023
Aviva My Money Investment Account - Value for Money Assessment PDF
SP57691 07-03-2024
Aviva Flexible Retirement Account - Target Market Statement PDF
SP57592 06-04-2023
Aviva Flexible Retirement Account - Value for Money Assessment PDF
SP57688 07-03-2024
Company Pension @ Aviva (Isle of Man 89 Plan) - Target Market Statement PDF
SP57692 25-04-2023
Company Pension @ Aviva (Isle of Man 89 Plan) - Value for Money Assessment PDF
SP03362 21-04-2023
Aviva Isle of Man Personal Pension 89 Plan - Target Market Statement PDF
SP57695 04-04-2023
Aviva Isle of Man Personal Pension 89 Plan - Value for Money Assessment PDF
SP55190 25-04-2023
Isle of Man Personal Pension Freedom Section 61 Plan - Target Market Statement PDF
SP57693 24-04-2023
Isle of Man Personal Pension Freedom Section 61 Plan - Value for Money Assessment PDF
SP03364 25-04-2023
Company Pension Freedom @ Aviva (Isle of Man Section 61 Plan) - Target Market Statement PDF
SP57694 04-04-2023
Company Pension Freedom @ Aviva (Isle of Man Section 61 Plan) - Value for Money Assessment PDF
SP03363 01-03-2024
Aviva SSAS - Target Market Statement PDF
SP54006 25-04-2023
Aviva SSAS - Value for Money Assessment PDF
HP91011 27-04-2023
Integrated Income Drawdown Option - Target Market Statement PDF
SP65089 27-04-2023
Integrated Income Drawdown Option - Value for Money Assessment PDF
SP992006 07-03-2024

Health

Title Reference Last updated
Fair Value Assessments PDF
GEN7565 15-04-2024
Target Market Statement -  Solutions PDF
gen7145 08-11-2023
Target Market Statement - Healthier Solutions PDF
GEN7144 14-07-2023
Target Market Statement Optimum PDF
GEN7567 14-11-2023
Target Market Statement - Speedy Diagnostics PDF
GEN7163 01-12-2023
Target Market Statement - Signature PDF
GEN7187 16-10-2023
Target Market Statement - Healthcover PDF
GEN7181 26-09-2023
Target Market Statement - Trust Care PDF
GEN7188 16-10-2023
Target Market Statement - Personal Care PDF
GEN7184 01-12-2023
Target Market Statement - Select Care PDF
GEN7186 01-12-2023
Target Market Statement - Childrens PMI PDF
GEN7151 04-01-2024
Target Market Statement - Express Care PDF
GEN7156 16-10-2023
Target Market Statement - Fair & Square Club PDF
GEN7179 18-10-2023
Target Market Statement - Fair & Square First PDF
gen7180 12-10-2023
Target Market Statement - Medios Healthcare PDF
GEN7160 13-11-2023
Target Market Statement - Medios Optional PDF
GEN7159 13-11-2023
Target Market Statement - Medios Executive Plus PDF
GEN7158 13-11-2023

Group Protection

Title Reference Last updated
GP Target Market Statement PDF
GR06477 02-05-2023
GIP Value for Money Assessment PDF
GR02366 23-05-2023
GCI Value for Money Assessment PDF
GR03298 05-09-2023
GLA Value for Money Assessment PDF
GR01251 30-06-2023
SPLA Value for Money Assessment PDF
GR01250 27-07-2023

Individual Protection

Title Reference Last updated
Personal Protection - Life Insurance+ - Statement of facts PDF
AL03024 20-04-2023
Personal Protection - Critical Illness+ - Statement of facts PDF
AL08010 20-04-2023
Personal Protection - Living Costs Protection - Statement of facts PDF
AL12011 20-04-2023
Personal Protection - Whole of Life Insurance+ - Statement of facts PDF
AL14021 20-04-2023
Business Protection - Business Life Insurance Options - Statement of facts PDF
AL15015 20-04-2023
Business Protection - Relevant Life Insurance - Statement of facts PDF
AL18045 20-04-2023
Personal Protection - Simple Life Insurance - Statement of facts PDF
AL20003 20-04-2023
Personal Protection - Income Protection+ - Statement of facts PDF
IP01166 20-04-2023
Personal Protection - Global Treatment - Statement of facts PDF
PT151265 20-04-2023
Personal Protection - Fracture Cover - Statement of facts PDF
PT151266 20-04-2023

Protection fair value assessment outcomes

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