Support topics | Adviser | Aegon

This area of the website is intended for financial advisers and other financial professionals only.

Support topics

The new platform experience Technology moves fast and that’s why we’ve been developing a new platform experience just for you.

Online access and security Information on activation, managing user roles and responsibilities, passwords and client guides.

Money in Information about how to top up an existing product or set up and manage regular investments.

Money out Information on how to withdraw money from an existing SIPP, GIA or ISA.

Letter of authority and novations Help with novation notifications and power of attorney.

Transacting on behalf of your clients Information about how to switch funds or perform a GIA to ISA switch or perform a rebalance.

Managing your investment proposition Information about how to use the CGT reporting tool, carry out equity trading, create, link and rebalance models, remove clients to or from DFM portfolios, and access up to date fund information.

Managing your clients' details Information about how to change a client's address, contact details, email address or retirement age.

Document Library Use this document library to find all the material you need.

Get in touch Information on how to contact us.

Helpful videos Watch our helpful videos, showing you how to activate your account, navigate your dashboard, and view the client and product summary. You can also see how to carry out some popular transactions

Handy documents and training guides

Explore our selection of training and how to guides to help you get the most from Aegon Retirement Choices (ARC) and One Retirement.

Sending us forms by email on ARC and One Retirement For financial advisers only. This guide takes you through the forms you can send by email to us on ARC and One Retirement.

Paying into products on ARC and One Retirement For financial advisers only. In this guide you'll find out how to make payments on ARC and One Retirement.

Quick links

Product oversight and governance library Visit our product oversight and governance library to find detail on our products' target markets, main features, characteristics and outcomes of our 2023 value assessments.

Platform digital journeys We've updated our most common forms to make it easier for you to do business with us digitally. Read our guides to help you with the new processes.

Tools and calculators Designed to make advising your clients easier.

Technical Zone Our technical expertise is designed to help you better serve your clients. Here you'll find articles and case studies covering technical issues and links to our comprehensive range of technical guides. The content in the Technical Zone is aimed at financial advisers only and mustn't be distributed to or relied upon by customers

Fund prices and performance Select your product to view up-to-date fund information and the performance data that applies to you.

Power of Attorney Support and guidance on how to register a Power of Attorney.

Divorce and pension sharing What happens to your pensions if you divorce (or dissolve a civil partnership).

Bereavements We understand this is a difficult time and want to make the next steps as simple as possible.

Complaints We understand that sometimes we don't get things right. Find out how to contact our dedicated complaints team.

A helping hand for those requiring extra support

If your circumstances mean that you need some extra support, we’re here to help.

woman with braids and a green sweatshirt is showing a tablet to an older man as they sit on a cream sofa

Practical support

We can offer different types of practical support and try where possible to centre this around your individual needs.

Support options could include:

Assistance filling out forms
Having a conversation in a way that suits you best
Talking you through processes or topics you might find difficult to understand
Providing communications in formats that suit your needs such as braille, large print or audio
With your authorisation, liaising with family members or carers to articulate instructions

We want to make it as easy as possible for you to do business with us, so when you get in touch, please let us know your support needs and we’ll do what we can to help.