New and improved transaction history on Aegon Platform

Wednesday, 24 July 2019

Following on from our simplified downloadable report in April, we’ve now launched a new and improved transaction history for both you and your clients to use on the Aegon Platform.

When you sign in, go to Product summary and under Transactions you'll see we've simplified the initial view with clearer labelling and the introduction of grouping associated items. 

For more information about the changes we've made to transaction history and the further improvements to come view our guide to transaction history

Applying for and requesting illustrations for Aegon Self-Invested Personal Pension (SIPP)

Wednesday, 24 July 2019

We’ve been listening to your feedback and to help make it easier to find everything you need to apply for a new Aegon SIPP, we’ve created a single Aegon SIPP pack to help you support your clients.

We’ve also introduced a new Aegon SIPP illustration data capture form to make it easier to request illustrations for new and existing Aegon SIPP business.

Improvements and enhancements to the Aegon Platform

Improvements and enhancements to the Aegon Platform

Monday, 15 April 2019

Since the start of the year we’ve been working on delivering improvements and enhancements to the Aegon Platform. We’re pleased to confirm the following changes have been made to the intermediary dashboard.

We’ve removed funds with zero balances

This means you’ll no longer see funds with zero balances in your clients' product valuations or in the portfolio scan report generated from your clients' product summary or Report Zone. 

We’ve also removed funds with zero balances from the fund holdings' list during a top up, so that you only see funds your clients' are invested in and you no longer have to remove these from the fund selection. 

You’ll still see funds with zero balances if they’re in a client’s default investment strategy or model portfolio.

Online time out has increased from one hour to five hours and you don't need to sign in twice

You won't be logged out after an hour anymore. An active session will stay open for up to five hours of continuous activity. Please note, if your session remains idle for more than twenty minutes you’ll still be signed out. 

We've also fixed an issue where you had to enter sign in details twice, when you were signed out due to inactivity or signed out but then signed back in.

Quickly access training and resources from the intermediary dashboard

You can now access the training and resources section of our website directly from the intermediary dashboard.

In this section you’ll find a wealth of tools to help support you in using the Aegon Platform including ‘How do I?’ guides, useful videos and our full training guides.

Restructured homepage and better resources to help you use the Aegon Platform

Thursday, 4 April 2019

Following your feedback we've refreshed our homepage on the Aegon Platform public website, to make it easier to find the information and services you're looking for. We've also launched a new training and resources section containing a wealth of tools and support to help you get the most out of the Aegon Platform.

In our new training and resources section, on top of all our training material, you'll find additional support with our latest updates, tax year opportunities zone and our new processes page, summarising what's online and offline on the Aegon Platform.

Suffolk life now operates as Curtis Banks

Thursday, 4 April 2019

Following Curtis Banks Group's acquisition of Suffolk Life in 2016, they've recently announced Suffolk Life will now operate under the Curtis Banks name and brand.

As Suffolk Life are the pension provider for the Cofunds Pension Account, you'll start to see us replace the references to Suffolk Life on some of our literature and webpages throughout 2019.

Generating tax year end business

Wednesday, 6 February 2019

We've added useful tools and guides to the website to help you with tax year end. From a tax year end planning guide to important cut-off times for submitting business, we've pulled together the key content you need in one place to aid your tax year end planning.

New and improved document library

Monday, 28 January 2019

We've now launched our improved document library, making it easier for you to find the paper applications and guides you may need when supporting your clients. It's obviously quicker for you to get the latest version from our website rather than calling us so we hope you find the changes useful.

We've categorised the forms and support literature so you can filter by product and transaction, or the action you're taking such as charging or general administration. 

In just a few steps you can narrow down your search to easily find what you need. Or, you can type the document name in the search bar - just as you would before.

Annual costs and charges disclosure

Monday, 28 January 2019

To make sure your clients know exactly how much they've been charged we're adding a costs and charges disclosure to their quarterly statement.