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Supporting financial advice

Tax Year End update (warning)

This message is to give customers information on maintenance for AP3.

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Pension and ISA changes from 6 April 2024: We’re updating relevant communications to reflect the latest pension tax and ISA rules, effective from 6 April 2024. Until that’s complete, you may see references to the previous rules in documents, on our website and when you carry out online transactions. Please take this into account when you make any financial decisions and visit our summary page to Understand how these changes could affect you.

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Working in partnership

We believe getting more people to access advice will improve their financial wellbeing. With our wide range of solutions, investments and support, together, we can help your clients get closer to their financial goals.

Navigating the Second 50

At Aegon, we're exploring life after 50, or what we're calling the Second 50. Take a look at our resources to discover the changing nature of later life and its many advice opportunities.

The Second 50 hub

Financial wellbeing

An increased focus on financial wellbeing can make it easier for your clients to live a happy, meaningful life. Take a look at our hub for our latest research, guidance and support.

Financial wellbeing support

Consumer Duty

Keep up to date with the latest Consumer Duty news and access resources to help you understand the new rules, what they mean for you and your business and next steps.

Consumer Duty support

Adviser insights

Your go-to place for articles, market updates, industry experts' thinking – as well as practical insights to inform your business and better support your clients.

View insights

Sustainability matters

Sustainable growth and making a positive impact in our communities, and on the environment, is an essential part of what we do.

How we're making a positive impact

About us

To read more about who we are and what we do, as well as our history and our people, visit our about us page.

Find out more about us

Technical Zone

Visit our Technical Zone to find articles, guides and case studies covering technical issues as well as links to our FAQs.

Visit the Technical Zone

Our credentials

Over

£203 billion

assets under administration

(as at 31/12/2023)

Committed to

Net zero

greenhouse gas emissions across our default funds by 2050, and half by 2030*

Over

£23 billion

invested in funds that consider ESG (as at 31 December 2023)

S&P Global

Financial strength A+ rating

(as at February 2024) 

UK's

largest investment platform

(Fundscape, Q4, 2023) 

*2030 target based on a start date of 2020, for scope 1 and 2 emissions for listed equity and corporate fixed income only. As measured using carbon footprint.

Still looking for something?

Get the most out of your service with our training material, support journeys and resources. 

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