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Aegon Platform

Putting you in control of your clients' financial futures.

The Aegon Platform puts you in control of your clients’ financial futures. The range of products and investments you choose for each client can adapt easily as they progress through their working life into retirement. Plus, there’s full flexibility to tailor model portfolios, client reporting and your own charges to deliver a range of client propositions to suit your business. 

Products

The Aegon Platform gives you and your clients three core and flexible products – a SIPP, ISA and GIA – which you can use in any combination to meet a client’s financial planning needs. 

Pensions

Whether your client is looking to build a retirement fund or they're approaching retirement, discover how our range of pension products can help.

Individual Savings Accounts (ISAs)

Our tax-efficient stocks and shares ISA and stocks and shares Junior ISA are suitable for medium to long-term investment of at least five years or more.

General Investment Account (GIA)

Our GIA complements our other products giving your clients flexibility and access to a broad range of investments.

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Trusts

Setting an investment up in trust can be used as a key tool for the management of capital gains and inheritance tax planning.

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Bonds

We currently have two bonds available on the Aegon Platform for existing business top ups: 

  • Canada Life International Assurance Ireland (CLIAI) International Portfolio Bond 
  • Canada Life International Portfolio Account 

For new business bond applications, we have a range of offshore bond partners available through Aegon Retirement Choices. 

Supporting your advice

The Aegon Platform provides additional functionality to complement and enhance your service proposition, including a clear charging structure and efficient, streamlined, intuitive back-office capabilities. You’ll also benefit from our streamlined online services with easy-to-use tools and reporting.

Charges made clear

We've designed the Aegon Platform charging structure so it's clear – your clients can see exactly what they're paying for. Learn more about our clear and rewarding charging structure.

Adviser and platform charges

Back-office integration

We understand efficient, streamlined, intuitive back-office capabilities are vital to your business. That’s why we’ve worked closely with leading suppliers of back office and point of sale systems to integrate the Aegon Platform with your business.

Our systems that help you

Making it easier to do business

Combining streamlined online services with easy-to-use tools and reporting, the Aegon Platform works with your business – simplifying administration and putting you firmly in control.

How we can support you

Transferring clients to Aegon Retirement Choices

If you're considering transferring any clients to Aegon Retirement Choices, our managed transfer service is designed to help streamline your business. Putting your clients' needs at the heart of the process - and our team supporting you throughout the journey.

Find out more

Financial wellbeing

An increased focus on financial wellbeing can make it easier for your clients to  live a happy, meaningful life. Take a look at our hub for our latest  research, guidance and support.

Find out more about how we can support you
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The value of an investment can fall as well as rise and isn’t guaranteed. Your clients could get back less than they invest. 

Fund and investment choice

Flexibility is at the heart of our investment offering. With over 4,000 investment options available (as at December 2024), and access to a wide range of DFMs, we cater for clients with different investment needs – whether they’re building savings, approaching retirement or taking an income. 

Capital at risk. 

Find out more about our fund range