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.

Confirmation of Payee

Confirmation of Payee is a new service being introduced by banks. View our summary guide for an overview of the changes and making payments to us.

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.

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Brexit - what could it mean for you?

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What you can expect from us

  • Wide investment choice - we offer over 4,000 investment options (as 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 adviser, you'll need to speak to them first. 

If you don’t have an adviser 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 adviser

If you have an adviser, 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 adviser will put them in place for you.

If you and your adviser 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 adviser 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 adviser

If you don’t have an adviser 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 advisers can offer, but it’s important to remember that there are different types of advisers, 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 MoneyHelper for free guidance and help finding a financial adviser.