Aegon

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. 

More information

 

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.

More information

 

Investments

Find flexible investments to suit your clients’ needs. Browse our funds and see fund prices and performances

More information

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.

More information

 

Managed transfer services

Managed Transfer Service helps advisers move client assets smoothly, with full support and minimal disruption to business operations.

More information

 

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

More information

Visit website