Here you can find a range of literature you can use with your clients. From guidance to how do I’s 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.

Your investments – all in one place

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

Worried about pension scams - infographic

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.

Advice
Makes Sense

Build your financial future

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