For intermediaries only

Welcome to March's Latest News

With 5 April fast approaching, we give you a link to our handy guide that has all the tax year end deadlines you need to be aware of for Aegon Retirement Choices.

We share two new brochures with you this month. The first is our new platform brochure that highlights the benefits of using an investment platform and the second is our new Core Portfolios guide. 

We also include details on our new additional support service for protection clients. And, there's details on the increase in minimum contributions for auto-enrolment pensions as well as information you may find useful from the Department for Work and Pensions (DWP).



Platform tip of the month

Aegon Retirement Choices - Pension transfer report

Access Report Zone and you'll find the Pension transfer report under Product wrappers opened & Held section. The report shows a breakdown of in-flight and completed pension transfers.


In the news