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Management information
Unique numbers guide
Your client’s pension and/or investments held with us all have unique numbers. So, we can direct you to the correct place to log in, use this guide to find your client’s ID/wrapper and find the log in you need to select.
If you have a previous client letter from us, you'll be able to find information below.
| Category | Details |
|---|---|
Aegon Retirement Choices / One Retirement |
Client ID:
|
Wrapper number:
|
|
Aegon & Scottish Equitable Pensions and Bonds |
Plan number:
|
Aegon Platform |
Client ID:
|
Wrapper number:
|
|
| If invested before 2017, this was previously Cofunds or Investor Portfolio Service (IPS). You may have a reference starting with a 5 but this is no longer in use. Please use your client ID or wrapper number starting with the numbers shown above. |
Aegon Retirement Choices (ARC) and One Retirement
ARC and OR product reporting message
- Message Title
- ARC and OR product reporting Information Message
- Message unique ID
- ARCORproductreportingMessage220724
- Message content
-
Our new Product reporting tool provides detailed summaries of your products and their performance. Access it today from your dashboard.
- Message type
- information
- Close-able
- false
Please read our Retail order execution policy summary before placing any trades. The summary has a link to the full Retail order execution policy.