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Savings in the workplace

We can provide you and your corporate clients with a comprehensive range of workplace savings options to meet the needs of their business and employees.

Our commitment to you and your clients

We understand that every business has different needs – so you can choose from contract and trust-based defined-contribution (DC) schemes, to investment-only services and master trust arrangements. You can access and tailor the service to suit each client’s business and the needs of their employees. 

Getting the UK ready for retirement

We’ve created workplace retirement savings that put people first and embrace technology. Our propositions have been built with you, your client and their employees in mind, and provide the tools, materials and digital experience to help you meet your clients' needs. 

We want to help employers manage their workplace pension and stay on track with government regulatory changes. By providing simple online processes for all our retirement savings schemes, we make sure your clients have easy administration. 

Our propositions are self-serve, but still allow members to get advice and support from a financial adviser. 

Your next big opportunity

Since the introduction of auto-enrolment, the UK workplace market has gone from strength to strength, with more people than ever saving into their workplace pension scheme.*

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114.6 billion

Amount saved into workplace pensions in 2021*

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10.7 million

Employees paying into a workplace pension in 2021*

Our experts are here to help you access the workplace market and maximise the available opportunities. 

We'll work with you and your client to set-up and run the scheme – allowing you to do what you do best, give face-to-face advice. 

By partnering with us you won’t have to do any of the heavy lifting, and through the scheme you’ll have access to high-net worth individuals who really need your skills and your expertise. 

From offering tailored investment propositions and employee engagement programmes, to supporting trustees – we understand there’s no one-size fits all. We're dedicated to providing what you need to deliver expert workplace savings solutions to your corporate partnerships.

Trusted by some of the UK’s largest employers

Aegon supports the workplace savings needs of many of the largest employers in the UK. 

We support over 10,000** employer schemes, with around 920,000** active members. We have been awarded defaqto five star ratings in 2022 for our TargetPlan Group Personal Pension and Workplace Aegon Retirement Choices SIPP, and four star ratings for TargetPlan Master Trust and TargetPlan CIMP.

Find the right workplace product for your clients

Aegon Retirement Choices

Aegon Retirement Choices gives employers and members control of their workplace savings. We offer a digital solution that can combine a SIPP, ISA, and general investment accounts. Our fully flexible fund choice gives your clients a complete long-term savings solution.

Aegon Retirement Choices solution

TargetPlan

TargetPlan is ideal for clients who may want administrative flexibility. It’s suited to organisations with more complex business needs – like the challenges of managing multiple sites, payrolls and pay days.

TargetPlan solution

Supporting your clients

We know that as an adviser, you're an essential part of the workplace savings market. From tailoring investment propositions to supporting trustees, we're here to help provide whatever you need to deliver expert workplace savings solutions to your corporate partnerships. 

Financial wellbeing

At Aegon, we believe getting more people to access financial advice will improve their financial wellbeing.

Support for your workplace clients

By providing the support and tools to make scheme management simple, we're here to help you make you client's workplace scheme easy to manage. From an automated auto-enrolment service to real-time member data, we want to make sure you and your client can get the most out of the scheme.

Help them make the most of their scheme

*DWP press release, Ten years of Automatic Enrolment achieves over £114bn pension savings, November 2022  

**Aegon corporate figures, as at April 2022

Knowledge centre

As well as championing the value of your advice, we provide insight and support to help you navigate industry and economic changes, as well as an in-depth technical zone.

Visit knowledge centre