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Fund updates

Fund updates for advisers

Aegon revolutionises £12 billion UBC fund to include private markets and enhanced ESG integration

Aegon revolutionises £12 billion workplace default fund to include private markets and enhanced ESG integration

  • Published: 20 June 2024
  • Effective Date: 20 June 2024

Benchmark update for the Aegon BlackRock Developed Markets Sustainable Equity fund

This update affects our insured Pension, Aegon Retirement Choices (ARC) and TargetPlan fund ranges

  • Published: 16 December 2024
  • Effective Date: 31 December 2024

Name change for the Scottish Equitable Stewart Investors Asia Pacific Leaders Sustainability fund

This update affects our insured Pension, Life and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 13 December 2024
  • Effective Date: 20 December 2024

Closure of the Scottish Equitable Schroder Global Emerging Markets fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 13 December 2024
  • Effective Date: 27 February 2025

Name change for the Scottish Equitable Man GLG Japan Core Alpha fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 12 December 2024
  • Effective Date: 20 December 2024

Closure of the Aegon CT Global Emerging Markets AOR fund

This update affects our One Retirement (AOR) fund range.

  • Published: 12 December 2024
  • Effective Date: 20 February 2025

Important Information regarding the FCA Overseas Fund Regime (OFR)

The FCA Overseas Fund Regime (OFR) is a new set of rules to allow certain investment funds established outside the UK to be promoted in the UK, including to retail clients.

  • Published: 5 December 2024
  • Effective Date: 5 December 2024

Aegon UK announces intention to commit cornerstone investment to British Growth Partnership

During her maiden Mansion House speech on 14th November 2024, the Chancellor of the Exchequer, the Rt Hon Rachel Reeves, MP, announced that Aegon UK intends to partner with the British Business Bank, a government owned but independently managed bank, focused on promoting investment into the UK’s fastest growing, most innovative companies.

  • Published: 15 November 2024
  • Effective Date: 15 November 2024

Comment on market response to US Presidential Election result

Aegon UK’s Head of Portfolio Management, Anthony McDonald, provides an update on the market response to the US Presidential Election result and the subsequent actions he’s made to our Risk-Managed Portfolios.

  • Published: 12 November 2024
  • Effective Date: 12 November 2024

Changes to Universal Balanced Collection

We’re making some changes to our Universal Balanced Collection (UBC). The UBC is available to investors in Aegon Retirement Choices (ARC), One Retirement (AOR) and our insured Pension fund ranges.

  • Published: 10 October 2024
  • Effective Date: 10 October 2024

The funds our Retiready ISA Solutions 2-5 invest in are closing

This update affects our Retiready ISA Solutions 2 - 5 fund range.

  • Published: 3 October 2024
  • Effective Date: 7 November 2024