As a result of the Coronavirus pandemic, we have made a number of changes to make it easier to do business with us online, including managing your investments safely and securely once logged in.
People are now living longer than ever before, and while living longer and healthier lives is great news, it makes planning for your financial goals ever more important.
Protecting your privacy and security
When you use our products and services you’re trusting us to keep your information safe. Fraudsters may try and imitate our emails so we want to let you know that we’ll never send you an email asking for your login details or password. If you’ve any concerns about the validity of any email, please call us.
What you can expect from us
Wide investment choice - we offer over 4,000 investment options (ast at February 2020)
Tax-efficient options, including bonds, pensions, ISAs and trusts
Secure, online access to your investments
Accessing your Aegon Dashboard
We can offer online access to your account but, if you have an intermediary, you'll need to speak to them first.
If you don’t have an intermediary and are comfortable managing your own investments, you can sign in to manage your account.
What's the next step for you?
If you have an intermediary
If you have an intermediary, discuss your finances as you would normally, and decide which products and investments are right for you. Then, when you’ve agreed what you’re going to do, your intermediary will put them in place for you.
If you and your intermediary decide it's right for you, we can also offer online access to your account. With our online services, you can view and manage your investments wherever and whenever you want using your Aegon Dashboard.
Your relationship with your intermediary will stay exactly the same. It’s just that, with us, keeping track and managing your investments becomes easier and more straightforward.
If you don’t have an intermediary
If you don’t have an intermediary and are comfortable with making your own financial decisions, you can sign in to your Aegon Dashboard and manage your own investments.
You can find out more about some of the services intermediaries can offer, but it’s important to remember that there are different types of intermediaries, including financial advisers and execution-only brokers.
While a financial adviser may be able to help you invest your savings in the right way and at the right level of risk for you, some services available only offer guidance, and not advice. You can look at Money Advice Service for free guidance and help finding a financial adviser.