Supporting financial advice

Re-Brand notification

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Re-brand notification
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ReBrandMessaging28092024
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You might notice some visual updates to our brand in our communications but we’re still the same Aegon you know. You can find out more about our changes and why we've made them.

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warning
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false

Tax Year End update (warning)

This message is to give customers information on maintenance for AP3.

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Pension and ISA changes from 6 April 2024: We’re updating our website and documents following some changes to pension and ISA rules. Until that’s complete, please make sure you take these changes into account when you make any financial decisions or complete any online transactions.

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warning

Evolving to support you and your clients

We know your needs – and your clients’ – are evolving
at pace along with the market. So we’re evolving, too. Watch our short film and find out how we're on track to achieve our ambition to become the UK's leading digital savings and retirement platform.

[00:00]: As the UK’s largest investment platform, advisers trust our market-leading technology to manage their client’s savings.

[00:08]: But we know your needs – and your clients’ – are evolving at pace along with the market. So we’re evolving, too.

[00:16]: As we all live longer, your clients will need help navigating a new ‘multi-stage’ life, so they make the most of their ‘second 50’.

[00:24]: Because life is more complex, our digital platform is now even simpler to use. A seamless experience that makes it easier than ever to manage your clients – from saving in the workplace right through to retirement.

[00:37]: One platform for life, built on next-gen technology that can grow, adapt and flex with your needs. And one place for all new developments, which will come thick and fast as our more intuitive and flexible platform continually improves.

[00:52]: Helping automate and streamline more processes. Making life easier for you – and more rewarding for your clients. That’s today, what about tomorrow? Well, you’ll see a flood of new improvements including:

[01:05]:

  • New family wealth products and enhanced Offshore Bond flexibility.
  • An upgrade so it’s even easier to transfer in.
  • A better core drawdown experience.
  • Even more product reporting features and extended Report Zone capabilities.
  • Enhanced data and trading links.
  • An easier-to-use model portfolio experience, including multiple models.

[01:27]: Working in partnership with GBST, we’re implementing new technologies too – embracing advances in AI to better protect your and your clients’ data.

[01:37]: It’s how we’re on track to achieve our ambition to become the UK’s leading digital savings and retirement platform. Working side-by-side with advisers to benefit you and your clients.

Our credentials

Over

£203 billion

assets under administration

(as at 31/12/2023)

Committed to

Net zero

greenhouse gas emissions for our pension default funds by 2050 and to a 50% reduction in emissions by 2030*

Over

£25 billion

invested in funds that consider ESG (as at 31 March 2024)

S&P Global

Financial strength A+ rating

(as at February 2024) 

UK's

largest investment platform

(Fundscape, Q4, 2023) 

*2030 target based on a start date of 2020, for scope 1 and 2 emissions for listed equity and corporate fixed income only. As measured using carbon footprint.

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