Getting the most from the Aegon Platform

We’ve put together the following training material to help guide you through the Aegon Platform.

 

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.

Getting started

Platform upgrade getting started

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.

Managing intermediary charges

illustration of a calculator

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.

Managing your clients

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.

Submitting ISA/GIA business

You should now submit ISA and GIA business online. Minimal paperwork is needed and your clients don't need to submit a paper application form.

Submitting SIPP business

Discover more about submitting SIPP business on the Aegon Platform and the accumulation and decumulation options available.

Managing your investment proposition

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.

Management reporting

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.

Tools

Research Centre, Portfolio Scan and our CGT tool will make it easier to advise your clients and spot potential advice opportunities.