Three new discretionary fund managers now available on ARC

DFM

For adviser use only

 

We’ve added three new discretionary fund managers (DFMs) to our wide selection available on Aegon Retirement Choices (ARC). You can view the full list here or find out more about the three new options below.  

Casterbridge Wealth Logo

Casterbridge Wealth

Rowan Dartington logo

Rowan Dartington

PK Wealth logo

PK Wealth

 

The addition of these three new DFMs demonstrates our continued commitment to developing our ARC DFM offering. Speak to your usual Aegon contact to find out more.

How does using DFMs on ARC benefit your business?

ARC offers you access to a wide selection of the UK’s largest discretionary fund managers (DFMs). Using DFMs on ARC enhances your client offering, allowing you to outsource investment decisions to experts, so you can focus on your client’s goals. Not only do we cap your clients’ ARC charges on investments above £250,000 but we’re increasingly enhancing terms for our strongest adviser supporters.

DFMs allow you to work more efficiently with investment permissions granted up front, so there’s no need to refer to your clients every time the DFM makes any portfolio changes. We’ll also administer DFM payments, so you don’t have to.

You delegate responsibility for investments to your chosen DFM, which means you only have to worry about choosing the right one. ARC also helps the DFMs do the best job they can for your clients. It lets them access a huge range of investments, gives them tools to monitor portfolios easily and offers the ability to add new investments quickly when they come to market.

Please note, Aegon doesn’t recommend or endorse any particular DFM provider available through ARC. The value of investments may go down as well as up. Investors may get back less than they originally invested. 

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