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. 

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.

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.

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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