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Fund updates

Fund updates for advisers

Aegon LifePath evolves portfolio with private markets expansion

Fund update for advisers and employers regarding the integration of private markets within Aegon LifePath.

  • Published: 18 December 2025
  • Effective Date: 18 December 2025

Aegon UK achieves major milestone

Aegon UK integrates all three long-term asset funds (LTAFs) into £14 billion Universal Balanced Collection.

  • Published: 30 October 2025
  • Effective Date: 30 October 2025

Update on FCA Overseas Fund Regime (OFR)

Update on the FCA rules regarding the Overseas Fund Regime

  • Published: 2 July 2025
  • Effective Date: 2 July 2025

Aegon LifePath evolves portfolio with private markets expansion

Fund update for advisers and employers regarding the integration of private markets within Aegon LifePath.

  • Published: 18 December 2025
  • Effective Date: 18 December 2025

Update to the objective for the Aegon CT American Fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 18 December 2025
  • Effective Date: 31 December 2025

Closure of the Scottish Equitable Fidelity Extra Income fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 12 December 2025
  • Effective Date: 19 February 2026

Closure of the Scottish Equitable Fidelity Strategic Bond fund

This update affects our Insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 12 December 2025
  • Effective Date: 19 February 2026

Name and objective update for the Scottish Equitable Janus Henderson US Growth Fund

This update affects our insured Pension/Life and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 14 November 2025
  • Effective Date: 28 November 2025

Aegon UK achieves major milestone

Aegon UK integrates all three long-term asset funds (LTAFs) into £14 billion Universal Balanced Collection.

  • Published: 30 October 2025
  • Effective Date: 30 October 2025

Further changes to our Universal Balanced Collection (UBC)

We’re making some more changes to our Universal Balanced Collection (UBC). The UBC is available to workplace investors in Aegon Retirement Choices (ARC) and our insured Pension fund ranges. This does not apply to Life fund investors.

  • Published: 30 October 2025
  • Effective Date: 27 October 2025

Changes to the Scottish Equitable Baillie Gifford Stockmarket Managed fund

This update affects our insured Life fund range.

  • Published: 23 September 2025
  • Effective Date: 27 November 2025

Update to the benchmark for the Aegon UK Corporate Bond Tracker (AMT) fund

This update affects our Aegon Master Trust fund range.

  • Published: 17 September 2025
  • Effective Date: 30 September 2025

Update to the benchmark for the Aegon Global Small Cap Equity Tracker (AMT) fund

This update affects our Aegon Master Trust (AMT) fund range.

  • Published: 16 September 2025
  • Effective Date: 30 September 2025