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Fund updates

Fund updates for advisers

Important Information regarding the FCA Overseas Fund Regime (OFR)

The FCA Overseas Fund Regime (OFR) is a new set of rules to allow certain investment funds established outside the UK to be promoted in the UK, including to retail clients.

  • Published: 5 December 2024
  • Effective Date: 5 December 2024

Aegon revolutionises £12 billion UBC fund to include private markets and enhanced ESG integration

Aegon revolutionises £12 billion workplace default fund to include private markets and enhanced ESG integration

  • Published: 20 June 2024
  • Effective Date: 20 June 2024

Changes to the Aegon BlackRock LifePath Flexi (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Changes to the Aegon BlackRock LifePath Retirement (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Changes to the Aegon BlackRock LifePath Capital (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Benchmark updates for some of our Aegon BlackRock funds

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

  • Published: 1 May 2025
  • Effective Date: 30 June 2025

Closure of the Aegon BNY Mellon Global Opportunities (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 16 April 2025
  • Effective Date: 16 June 2025

Name change for the Aegon Fidelity Sustainable MoneyBuilder Income fund

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

  • Published: 11 April 2025
  • Effective Date: 11 April 2025

Comment on market response to US tariff plans

Aegon’s Head of Portfolio Management, Anthony McDonald, provides an update on the market response following the trade tariffs announced by President Trump on Wednesday 2 April 2025.

  • Published: 7 April 2025
  • Effective Date: 7 April 2025

Comment on financial markets response to US tariff plans

Aegon’s Head of Portfolio Management, Anthony McDonald, provides an update on the market response following the trade tariffs announced by President Trump on Wednesday 2 April 2025.

  • Published: 7 April 2025
  • Effective Date: 7 April 2025

Aegon UK to unlock private markets for workplace pension members, as FCA green lights hat-trick of new Long-Term Asset Funds

FCA green lights hat-trick of new Long-Term Asset Funds.

  • Published: 2 April 2025
  • Effective Date: 2 April 2025

Update to the Aegon Schroder Sustainable Multi-Factor Equity (BLK) fund objective

This update affects our TargetPlan fund range.

  • Published: 31 March 2025
  • Effective Date: 31 March 2025