Getting started

About Aegon

An overview of Aegon, including our history, products and our purpose.

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.

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.

Investor protection – what you should know

This factsheet explains how your clients' assets are protected when using the Aegon Platform, Aegon Retirement Choices and One Retirement. Including the appropriate levels of Financial Services Compensation Scheme (FSCS) protection available.

Keeping your clients safe

Worried about pension scams

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

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

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

Source of wealth requirements

For financial advisers 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.

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.

Using the Aegon Platform

Welcome to your Aegon Dashboard – view only

An introductory guide about the Aegon Dashboard (view only access) – helping you and your clients decide if it’s right for them.

Welcome to your Aegon Dashboard – view and transact

An introductory guide about the Aegon Dashboard (view and transact access) – helping you and your clients decide if it’s right for them.

Investing with us

A guide to ISA investing

Key points for your clients to consider before investing in an ISA.

Risk-Managed Portfolios guide

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

Death benefits guide for the Aegon SIPP

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

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

A guide for executors and administrators.

Advice
Makes Sense

Build your financial future

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

Your options

Help & Support