From getting started to submitting ISA and GIA business, our training guides are here to help you get the most out of the Aegon Platform.
Discover how to access your account, find out how Aegon Platform users in your firm should be set up and find your way around the platform.
We've made it easier to manage intermediary charges. Ongoing, ad hoc and service charges can all be set up online and we don't need to see a signed fee affirmation.
The Aegon Platform has been built with you in mind. The simple layout and navigation makes it easy to quickly access and review your clients' investments.
Discover more about submitting SIPP business on the Aegon Platform and the accumulation and decumulation options available.
With access to around 4,000 investments (as at January 2019), you can tailor the Aegon Platform's flexible investment proposition to meet your clients' needs.
Report Zone, the Aegon Platform’s in-depth reporting tool, gives you access to wealth of information about your firm and clients in one place.
Research Centre, Portfolio Scan and our CGT tool will make it easier to advise your clients and spot potential advice opportunities.
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