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Fund updates

Fund updates for advisers

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

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

Closure of the Aegon Schroders Life Intermediated Diversified Growth (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 4 September 2025
  • Effective Date: 28 October 2025

Aegon UK announces intention to commit cornerstone investment to British Growth Partnership

During her maiden Mansion House speech on 14th November 2024, the Chancellor of the Exchequer, the Rt Hon Rachel Reeves, MP, announced that Aegon UK intends to partner with the British Business Bank, a government owned but independently managed bank, focused on promoting investment into the UK’s fastest growing, most innovative companies.

  • Published: 31 August 2025
  • Effective Date: 15 November 2024

Re-opening of the Aegon LEBC Portfolios 1-10 (ARC) fund range

This update affects our Aegon Retirement Choices (ARC) fund range.

  • Published: 29 August 2025
  • Effective Date: 28 August 2025

Funds resuming trading across our Aegon Retirement Choices (ARC) and Aegon Platform fund ranges

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

  • Published: 21 August 2025
  • Effective Date: 21 August 2025

Fund suspensions affecting funds across our Aegon Retirement Choices (ARC) and Aegon Platform fund ranges

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

  • Published: 15 August 2025
  • Effective Date: 13 August 2025

Aegon LEBC Portfolios 1-10 (ARC) fund range suspends trading

This update affects our Aegon Retirement Choices (ARC) fund range.

  • Published: 15 August 2025
  • Effective Date: 13 August 2025

Closure of the Socially Responsible Equity fund

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

  • Published: 12 August 2025
  • Effective Date: 21 October 2025

Update to the fund objective and benchmark for the Aegon BlackRock Market Advantage (BLK) fund.

This update affects our TargetPlan fund range

  • Published: 29 July 2025
  • Effective Date: 28 August 2025

Update to the fund objective and benchmark for the Aegon Global Sustainable Multi-Asset Balanced (AMT) fund

This update affects our Aegon Master Trust fund range

  • Published: 29 July 2025
  • Effective Date: 28 August 2025

Aegon BlackRock Global Developed Fundamental Weighted Index (BLK) fund suspends trading

This update affects our Aegon TargetPlan fund range.

  • Published: 21 July 2025
  • Effective Date: 7 July 2025