For financial advisers only

Welcome to January's Latest News.

Welcome to our first edition of 2018. We hope you had a lovely Christmas and New Year and are ready to tackle the challenges that 2018 will bring.

MiFID II is the big news of 2018 so far. This month we bring you up-to-date with a summary of the changes we've made but we also take a closer look at best execution. You can also find out how to identify and easily create mailshots to encourage your Aegon Retirement Choices (ARC) clients to top up their ISA before 5 April, and read about auto-enrolment news as well as Scottish rate of income tax.

MiFID II is now here. Here’s our latest update.

The Markets in Financial Instruments Directive (MiFID) II - along with the Markets in Financial Investments Regulation (MiFIR) – came into force on 3 January 2018. Any firms and individuals buying or selling ‘financial instruments’ must comply. But that’s not all.

Read our summary of the changes we’ve made to be compliant with MiFID II.


Platform tip of the month

Auto re-balancing - fund switches doesn't turn off or change the auto-rebalance that's currently in place for that wrapper. If a new re-balancing form (produced at the end of the process) isn't completed funds will revert back to the original selection at the next re-balance date.


In the news