For financial advisers and paraplanners 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.

Supporting Paraplanners Assembly

We're proud supporters of the 2022 Paraplanners Assembly, run by paraplanners for paraplanners to learn, fix and share views.

The Paraplanners Assembly delivers a number of events throughout the year and you can book your place using the event page.

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 latest 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 NextWealth - Managing Lifetime Wealth: retirement planning in the UK - We're delighted to continue our partnership with NextWealth on the 2022 edition of the report. The report, now in its fourth year, offers a well-established benchmark on current practices and approaches to managing lifetime wealth and highlights the biggest trends shaping the retirement industry.

Q1 market outlook webinar - the great inflation trade-off - In this quarter’s market outlook webinar, Richard Whitehall, Head of Portfolio Management at Aegon UK, and guest Nicholas Fawcett from the BlackRock Investment Institute, discuss the great inflation trade-off and its impact on asset classes, and importantly what it all means for investors.

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.

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. View our due diligence guides for Aegon Retirement Choices and Aegon Platform.

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 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.

Support material

Use the following links to quickly access support material. 

ARC library

One Retirement library

Protection document library

Business Protection toolkit

Help with promoting workplace schemes 

Help your employer clients with our toolkit

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.

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 Consultancy Team Get in touch by emailing the platform Consultancy 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.

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

Latest news and guides