Advisers

For advisers only

Add even greater value to your corporate partnerships

At Aegon, we support over 10,000 employer schemes, with around 920,000 active members*. We've been awarded defaqto five star ratings in 2021 for our TargetPlan Group Personal Pension and Workplace ARC SIPP, and four star ratings for TargetPlan Master Trust and TargetPlan CIMP.

We aim to provide employers with a highly comprehensive range of workplace options.

From contract-based to trust-based DC schemes, investment-only services to master trust arrangements, you can access and tailor the service that best suits each client’s business and the needs of their employees.

Supporting your business model

We work closely with many Employee Benefit Consultants (EBCs) and advisory firms and can support a range of workplace advice models.

From offering tailored investment propositions and employee engagement programmes to supporting trustees - we're dedicated to providing whatever you need to deliver expert workplace savings solutions to your corporate partnerships.

What we can offer you and your clients:

TargetPlan

Suited to organisations with more complex business needs – like the challenges of managing multiple sites, payrolls and pay days – who may want to prioritise administrative flexibility. TargetPlan provides master trust, trust and contract-based solutions for your clients.

Find out more about TargetPlan

Workplace Solutions

Our Workplace Solutions platform gives employers and members control of their workplace savings. We offer a digital solution that combines SIPPs, ISAs and investment accounts. Our fully flexible fund choice gives your clients a complete long-term savings solution.

Find out more about Workplace Solutions

Supporting your clients

We know that as advisers, you're an essential part of the workplace savings market. From tailoring investment propositions to supporting trustees, we're dedicated to providing whatever you need to deliver expert workplace savings solutions to your corporate partnerships.

Find out more about how we can help you

*As at July 2021

Workplace savings for you and your clients