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Fund updates

Fund updates for advisers

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

Annual Review of Expenses 2025 TargetPlan and Aegon Master Trust (AMT) funds

This review impacts our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 July 2025
  • Effective Date: 30 June 2025

Annual Review of Expenses 2025 Pension and Life funds

This review affects our insured Pension and Life funds.

  • Published: 9 July 2025
  • Effective Date: 30 June 2025

Annual Review of Expenses 2025 ARC and AOR funds

This review affects our insured Aegon Retirement Choices (ARC) and Aegon One Retirement (AOR) funds.

  • Published: 9 July 2025
  • Effective Date: 30 June 2025

Closure of the Aegon FTF Templeton Global Total Return Bond fund

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

  • Published: 11 June 2025
  • Effective Date: 23 May 2025

Closure of the Aegon Baillie Gifford Multi Asset Growth (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 10 June 2025
  • Effective Date: 27 June 2025

Closure of the Aegon CT Asia (AOR) fund

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

  • Published: 5 June 2025
  • Effective Date: 21 August 2025

Changes to the Aegon BlackRock LifePath Flexi (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Changes to the Aegon BlackRock LifePath Capital (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Changes to the Aegon BlackRock LifePath Retirement (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Benchmark updates for some of our Aegon BlackRock funds

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

  • Published: 1 May 2025
  • Effective Date: 30 June 2025