Aegon
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Supporting financial advice
Our UK team are focused on providing pension, savings and investment solutions for over 3.5 million customers throughout their lifetime. We do that by working with financial advisers and employers – we’re the UK’s largest investment platform and we provide workplace pension schemes to over 8,500 employers.
Evolving to support you and your clients
Your needs – and those of your clients – are changing rapidly as the market evolves. We’re moving forward too, driven by our ambition to become the UK’s leading digital platform for savings and retirement.
From tax-efficient solutions, including junior products and offshore bond partnerships, to expert support on regulatory changes and actionable insights, Aegon is committed to helping you grow your business and deliver for your clients
Aegon Retirement Choices charges
We've designed the Aegon Retirement Choices (ARC) charging structure so it's clear - your clients can see exactly what they're paying for. And remember with our price cap, if your clients' total Aegon platform portfolio is over £250,000*, there's no charge on assets over this.
| Fund value | Paradigm annual percentage charge |
|---|---|
| First £249,999.99 | 0.25% |
| 250,000 and over | 0.000% |
We might vary these charges at our discretion.
Our solutions
We’re dedicated to supporting your business by helping your client's financial assets work smarter as well as harder.
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Technical Zone
In our Technical Zone, you'll find articles, guides and case studies covering technical issues and links to our comprehensive range of technical guides.
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Investments
Find flexible investments to suit your clients’ needs. Browse our funds and see fund prices and performances
Maximise opportunities with our support material
Tax year opportunities
Maximise your client’s tax efficient opportunities and generate business with our technical expertise and support material.
Managed transfer services
Managed Transfer Service helps advisers move client assets smoothly, with full support and minimal disruption to business operations.
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Navigating change
Keep up to date with the latest industry changes and access resources, guides, webinars and insights to help you navigate pensions and investment trends

