For intermediaries only

We want to make paraplanners' lives easier by offering our support, expertise and resources. Make this your first point of contact for industry news, tools and technical help - as well as Continued Professional Development (CPD) resources.

We're proud supporters of the 2021 ParaplannersAssembly, run by paraplanners for paraplanners to learn, fix and share views.

We've teamed up with them to bring you handy bitesize videos covering tax topics from our tax and trusts manager Elaine Cruickshank.

You can also visit the ParaplannersAssembly event page to book your place at an upcoming event. 

If you have a question about our platform, get in touch with our platform consultancy team. Please don't email any personal, financial or banking information as it's not a secure method of communication. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service.

What's new?

Our new research - How you can improve your financial wellbeing - provides insight into the nation's financial wellbeing and highlights it's about more than just people’s financial position, it’s also about their mindset and paying attention to the things that matter most to them.

We've launched a new report with Next Wealth - Managing Lifetime Wealth: retirement planning in the UK - it charts the course of retirement advice through the pandemic and ensuring market volatility alongside continued regulatory change.

Read our budget analysis, including the updated 2021/22 allowances and rates.

Market outlook webinar: 2021 – annus mirabilis? With light now appearing at the end of the tunnel, what does 2021 have in store for investors? Watch our market outlook webinar to find out.

Watch our latest webinar 'The purpose of protection', where our Protection Claims Manager, Helen Morris, highlights the purpose of protection using real-life case studies and examples. Our protection podcast also looks at the impact of the coronavirus pandemic on underwriting and claims.

See the improvements we've made to Aegon Retirement Choices to enhance your platform experience.

We’ve updated our platforms’ most frequently used forms, to make it easier for you to do business with us. You can now send most completed forms to us by email without a wet signature. Take a look at our guides on forms we accept by email to find out more, view our training material to help you navigate the platform and transact online

Our Pensions Technical team look at how redundancy payments can be used to make an employer or personal contribution to help increase pension savings.

Technical Zone
Maximise your knowledge with our in-depth technical material.

Have a look at our Advice Makes Sense hub which provides you with support material to help you and your business in these uncertain times.

Investments
Browse our funds and see fund prices and performance. 

Report Zone
Use our in-depth platform MI to fact-find, track business and spot opportunities.  

Fresh Perspectives
Read the latest edition of our adviser magazine. 

Protection Matters
Read our protection news and updates. 

Aegon Retirement Choices (ARC) firm administration guide(Opens new window)
Find out how to set up new ARC users and manage existing users' information.

Financial wellbeing
Here you'll find our latest research, guidance and support helping you to identify new advice opportunities and encourage clients to plan for their future.

Due diligence

platform pro-tip light bulb

When choosing a platform, it's important to make sure it meets the needs of your business and the needs of your clients. Check our guide to Choosing the right platform for your business.

If you need help on your due diligence, email paraplanner-help@aegon.co.uk.

Please don't email any personal, financial or banking information as it's not a secure method of communication. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service.

platform pro-tip light bulb

Is platform financial and operational strength now of even greater importance in platform due diligence? We’ve sponsored a new guide on financial and operational strength with independent analysts AKG looking at three core components - Proposition, Operational, Strength and Sustainability - as well as a number of ways advisers and paraplanners can monitor platforms, including financial warning signs.

Tools and calculators

Capital gains tax (CGT) reporting tool
Manage client CGT liabilities for ARC general investment accounts (GIA).

Salary sacrifice calculator
Calculate the benefits that can be achieved through an agreed salary exchange between an employer and employee(s).

Retirement needs calculator(Opens new window)(Opens new window)
Work with your clients to find out their income priorities.

Retirement income calculator(Opens new window)
Help your clients understand how much income they may need in retirement.

Inheritance tax (IHT) calculator
Identify how much tax could be due on your client's estate on death.

Business protection toolkit
All you need to understand and write business protection, and access the Vault for business protection support materials.

Feedback and questions

Please don't email any personal, financial or banking information as it's not a secure method of communication. If you have a dedicated secure email service with Aegon, for example Unipass Mailock, please use this service.

Platform

If you have any platform questions or feedback please get in touch with our Platform Implementation Team – between us we’ve amassed a huge amount of platform experience and we're dedicated to supporting you. 

Get in touch with the Platform Implementation Team Get in touch by emailing the platform implementation team
Protection

Our experience and deep knowledge of protection means we’re well-positioned to help you build comprehensive protection solutions to meet your clients’ individual needs. Get in touch if you have any protection questions or feedback.

Get in touch with the Protection Customer Service Centre Get in touch by emailing the platform implementation team
Outsourced paraplanners

Are you an outsourced or freelance paraplanner? Do you need help with our platform's due diligence, navigation and/or  functionality? Send your question to our dedicated mailbox for outsourced paraplanners and one of our team will get in touch.

Latest news and guides