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Fund updates

Fund updates for advisers

Aegon UK achieves major milestone

Aegon UK integrates all three long-term asset funds (LTAFs) into £14 billion Universal Balanced Collection.

  • Published: 30 October 2025
  • Effective Date: 30 October 2025

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

Further changes to our Universal Balanced Collection (UBC)

We’re making some more changes to our Universal Balanced Collection (UBC). The UBC is available to workplace investors in Aegon Retirement Choices (ARC) and our insured Pension fund ranges. This does not apply to Life fund investors.

  • Published: 30 October 2025
  • Effective Date: 27 October 2025

Aegon UK achieves major milestone

Aegon UK integrates all three long-term asset funds (LTAFs) into £14 billion Universal Balanced Collection.

  • Published: 30 October 2025
  • Effective Date: 30 October 2025

Changes to the Scottish Equitable Baillie Gifford Stockmarket Managed fund

This update affects our insured Life fund range.

  • Published: 23 September 2025
  • Effective Date: 27 November 2025

Update to the benchmark for the Aegon UK Corporate Bond Tracker (AMT) fund

This update affects our Aegon Master Trust fund range.

  • Published: 17 September 2025
  • Effective Date: 30 September 2025

Update to the benchmark for the Aegon BlackRock ACS World Small Cap ESG Screened Equity Tracker (BLK) fund

This update affects our TargetPlan fund range.

  • Published: 16 September 2025
  • Effective Date: 30 September 2025

Update to the benchmark for the Aegon Global Small Cap Equity Tracker (AMT) fund

This update affects our Aegon Master Trust (AMT) fund range.

  • Published: 16 September 2025
  • Effective Date: 30 September 2025

Closure of the Aegon Schroders Life Intermediated Diversified Growth (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 4 September 2025
  • Effective Date: 28 October 2025

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: 31 August 2025
  • Effective Date: 15 November 2024

Re-opening of the Aegon LEBC Portfolios 1-10 (ARC) fund range

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

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

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