Here you can find a range of literature you can use with your clients. From guidance to how do Is we’re on hand to help you support your clients, every step of the way.

How do I… set up my browser for secure online access?

Our how do I guide is here to help your clients troubleshoot some of the issues they may face when signing in online.

When a GIA or ISA investor dies – what you need to know

A guide for executors and administrators.

Questions to ask before dipping into pension savings

Five questions your clients should ask themselves before taking money from their pension pot.

See your future more clearly with the Aegon Platform

Designed to help you promote the Aegon Platform to your clients. It covers all they'll need to know about us, our service and how we can help.

Your investments – all in one place

A customer guide about what a platform is, who we are and how we can help your clients achieve a lifetime of financial security.

Worried about pension scams

A simple guide with hints and tips of what your clients should look out for with any potential pension scam.

Investor protection

How we protect your clients’ Aegon Platform assets.

Championing the value of advice

In these uncertain times the need for financial advice has never been greater. Find out what we’re doing to highlight the importance of advice and help investors take the first steps towards building their financial future.

Reassuring clients – sample email

Use our template to provide reassurance to your clients about market volatility and long-term outlook for their investments.

Source of wealth requirements

For intermediaries only. This guide outlines the evidence we may ask for and our certification requirements, and will help you to know what to ask your clients for.

Death benefits guide for the Aegon SIPP

An overview of the death benefits options available with the Aegon SIPP.

Risk-Managed Portfolios guide

A guide introducing our Risk-Managed Portfolios available on the Aegon Platform.

Confirmation of Payee

Banks are introducing Confirmation of Payee to make sure payments go to the right place - especially when paying someone new. Our guide explains what your clients need to know and what to do.

Advice
Makes Sense

Build your financial future

Find out more about the benefits of advice (about Brexit)

Your options

Help & Support