Aegon Platform – Introducing ISA flexibility for an even more flexible way to save [June]
We’ve introduced ISA flexibility, so your clients can make the most of their annual ISA allowance on the Aegon Platform.
Your clients can now withdraw and replace funds in the same tax year without affecting their annual allowance – giving more control over their savings.
Aegon Retirement Choices and Aegon Platform – no more DFM charge instruction form [November]
We've implemented a key change to streamline our discretionary fund manager (DFM) process to make it easier for you to add and remove clients to a DFM model portfolio.
Our new process applies the agreed fee between you and the DFM for the model. Any new requests for adding or removing clients to a DFM model portfolio no longer requires a Discretionary fund management charge instruction form, which makes it simpler for you to link/unlink clients, to and from, a DFM model portfolio.
You'll now only need to enter the DFM charge during a new business quote and apply. This is so you can disclose the DFM fee to your client with their illustrations.
Please note that all current clients within a DFM model portfolio will remain linked to the DFM and will pay the fee that you've agreed with the DFM and confirmed to us.
Aegon Retirement Choices – Changes to bulk transaction history [September]
We've recently made two key changes to our bulk transaction history:
Added ISIN codes and instrument name to pending trades and updated ISIN codes to CASH for cash transactions.
We now break down the value of each transaction to fund-level, rather than just to portfolio level.
We hope the changes will make it easier for you to identify cash movements and improve client reporting.
Aegon Platform – Changes to bulk transaction history [September]
We recently rolled out some changes to our bulk transaction history — adding pending trades and income-generating funds held in your clients' accounts.
We hope you start to see more accuracy in client reporting and it's easier to identify and form a clear strategy for drawdown, regular or ad hoc income — there for whenever your clients need it.
Aegon Retirement Choices – Improved drawdown annual review statements [August]
Acting on your feedback, our drawdown annual review statements now include both SIPP and drawdown wrappers to provide you and your clients with a more comprehensive overview of their pension.
Please note that for the small number of clients in drawdown with Secure Retirement Income, the drawdown annual review statements will continue to only include the drawdown wrapper only.
Aegon Platform – View joint documents online on Aegon Platform [July]
You and your clients can now view joint account documents online, making it quicker and easier to keep track of your client's account.
Aegon Platform – Improved regular contribution set up on Aegon Platform [July]
You told us it wasn’t always clear what date your client’s first direct debit will be collected. As a result, we’ve updated the online journey to make sure the date you select will always be the date we collect your client’s regular contribution.
Aegon Platform – Greater control for view only and view and transact access for your clients on Aegon Platform [May]
You can now manage your clients access and switch between view only and view and transact access as and when you require.