Legal & General Workplace ISA Product Summary

This document is a product summary for the Legal & General Workplace Individual Savings Account (ISA), intended for professionals to assist in the fair value assessment of the product. It outlines the governance structure under which the ISA is managed by Legal & General (Portfolio Management Services) Limited, which is regulated by the UK Financial Conduct Authority. The document details the fair value assessment outcome, confirming that the product provides fair value to customers. It describes the assessment approach, which includes evaluating costs, fund performance, product features, service standards, and customer feedback. The target market is defined, specifying criteria such as age, financial expertise, risk attitude, and investment aims. The document also highlights features of the product, including access to diversified fund solutions and account management capabilities. Additionally, it provides a summary of costs and charges associated with the ISA, ensuring transparency for potential investors.