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Fund updates

Fund updates for advisers

Update on FCA Overseas Fund Regime (OFR)

Update on the FCA rules regarding the Overseas Fund Regime

  • Published: 2 July 2025
  • Effective Date: 2 July 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

Funds resuming trading across our Aegon Retirement Choices (ARC) and Aegon Platform fund ranges

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

  • Published: 21 August 2025
  • Effective Date: 21 August 2025

Fund suspensions affecting funds across our Aegon Retirement Choices (ARC) and Aegon Platform fund ranges

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

  • Published: 15 August 2025
  • Effective Date: 13 August 2025

Aegon LEBC Portfolios 1-10 (ARC) fund range suspends trading

This update affects our Aegon Retirement Choices (ARC) fund range.

  • Published: 15 August 2025
  • Effective Date: 13 August 2025

Closure of the Socially Responsible Equity fund

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

  • Published: 12 August 2025
  • Effective Date: 21 October 2025

Closure of the Aegon M&G UK Sustain Paris Aligned fund

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

  • Published: 10 August 2025
  • Effective Date: 23 October 2025

Update to the fund objective and benchmark for the Aegon Global Sustainable Multi-Asset Balanced (AMT) fund

This update affects our Aegon Master Trust fund range

  • Published: 29 July 2025
  • Effective Date: 28 August 2025

Update to the fund objective and benchmark for the Aegon BlackRock Market Advantage (BLK) fund.

This update affects our TargetPlan fund range

  • Published: 29 July 2025
  • Effective Date: 28 August 2025

Aegon BlackRock Global Developed Fundamental Weighted Index (BLK) fund suspends trading

This update affects our Aegon TargetPlan fund range.

  • Published: 21 July 2025
  • Effective Date: 7 July 2025

Closure of the Aegon Ninety One Asia Pacific Franchise fund

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

  • Published: 17 July 2025
  • Effective Date: 24 September 2025

Name changes for three Aegon Standard Life BLK funds

This update affects our TargetPlan fund range.

  • Published: 17 July 2025
  • Effective Date: 31 July 2025