Re-Brand notification

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Message unique ID: ReBrandMessaging28092024
Message content: You might notice some visual updates to our brand in our communications but we’re still the same Aegon you know. You can find out more about our changes and why we've made them.
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Evolving to support you and your clients

We know your needs – and your clients' – are evolving at pace along with the market. So we're evolving too. Watch our short film to find out how we're on track to achieve our ambition to become the UKs leading digital savings and retirement platform.

Discover more about our solutions and latest resources to help support you and your clients.

More tax-efficient solutions with ARC Giving your clients access to a wide range of tax-efficient solutions is increasingly important, so we've expanded our partnerships with offshore bond providers and introduced a Junior SIPP on ARC.

Platform updates We’re focused on expanding and growing our platform to deliver on our ambition to become the market-leading digital platform provider. Based on your feedback, we regularly make improvements to our platforms’ products, service and digital experience.

Boost your CPD Our CPD hub is designed to help you navigate industry and economic changes. Watch webinars covering regulatory and investment updates to the latest thinking around financial wellbeing and boost your structured CPD hours.

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.

Developing your business Organic growth isn’t the easy route, but it is the most rewarding. We've partnered with NextWealth to explore how financial advice firms can support more clients to achieve their financial goals by unlocking organic growth potential.

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

Our latest CPD

Pensions and IHT: advice issues and opportunities

Tax and technical

Risk Managed Portfolios five years of resilience in turbulent times

Investments

A human-centric approach to financial advice

Money:Mindshift

Organic growth for financial advice firms

Growing your business

The human-centric client review meeting

Money:Mindshift

Celebrating five years of our multi-asset OEICs

Read our five-year report to learn how our Risk-Managed Portfolios, Aegon's first available OEICs, have delivered competitive performance during turbulent times.

Read the brochure

A richer life isn't just about your clients bank balance, it's about mindset.

Visit the Money:Mindshift hub

Stream our new Money:Mindshift series and earn CPD

Supporting you and your clients

[00:08] We live in a world that’s constantly evolving. Political shifts, legislative changes, longer lifespans, and rapid technological advancement – change is everywhere.

[00:20] Through it all, you trust us to deliver market-leading technology that helps you manage your clients’ savings – and we’re proud to be the platform you rely on.

[00:29] As the market moves and your clients’ needs evolve, we’re evolving too – investing in smarter, faster ways to support you – so you can stay ahead. 

[00:39] Our investment in core platform technology means we can deliver enhancements faster and more frequently. Since launching our new intuitive user experience, we’ve delivered over 50 improvements. 

[00:52] We’ve cut down on paperwork and made key processes faster and safer: 

[00:57] We’ve digitised customer verification, reducing risk and speeding up money-out requests.

[01:03] ISA and GIA withdrawals, pension transfers through Origo, and regular contribution edits are now all online.

[01:11] Your clients can nominate beneficiaries digitally – saving you time and simplifying admin. 

[01:18] To make sure your clients receive their income on time and charges are paid without delay, you can now ringfence cash online. 

[01:25] And, to give your clients more tax-efficient options, we’ve expanded ARC’s offshore bond partnerships and introduced a Junior SIPP. 

[01:34] These changes are making a real difference – ARC’s Net Promoter Score has increased by over 40 points.

[01:42] So that’s today. What about tomorrow? We have a wave of exciting updates on the way, including: 

[01:50] A Junior ISA – supporting intergenerational wealth planning

[01:54] A better core drawdown experience 

[01:57] A new, streamlined Report Zone 

[01:59] More charging flexibility

[02:02] An easier-to-use model portfolio experience, including multiple models 

[02:07] It’s how we’re on track to achieve our ambition to become the UK’s leading digital savings and retirement platform. Built to adapt, designed to put you in control. So you can focus on what matters most: your clients.

Our credentials

Over

£220 billion

assets under administration

(as at 31/12/2024)

Committed to

Net zero

greenhouse gas emissions for our pension default fund range by 2050 and to a 50% reduction in emissions by 2030*.

UK's

largest investment platform

S&P Global

Financial strength A+ rating

(as at March 2025)

AKG

B+ financial strength rated

(as at July 2025)

*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.