Transaction history

Our guide to transaction history shows you the changes we’ve introduced to provide clearer labelling and grouping of transactions. We also provide further details about the improvements still to come. 

Helping you make the right choice

Use this guide to find information about the Aegon Platform, to help you evaluate it against services provided by other providers – and justify why Aegon is the right partner for your business and your clients.

Annual charge

Our annual charge covers the cost of administering your client’s account on the Aegon Platform. You can find more information about our annual charge, and examples for you to use with your clients, in our guide.

Roles and responsibilities

This summary will help you to understand the different user roles. Don’t forget, you'll need to appoint a ‘firm administrator’ to set up and manage the other users within your organisation.

Making contributions to products on the Aegon Platform

Find the details required to make payments and contributions to products on the Aegon Platform.

Charges on the Aegon Platform

Our adviser charges are easy to set up, and change, as and when you need to. This guide shows you the options available and how to manage charges on the Aegon Platform.

Report Zone

Report Zone hosts lots of information about your clients, their investments and your business. Our guide explores how to use it and some of the key reports in detail.

Confirmation of Payee

Find out more about the Confirmation of Payee changes banks are introducing for payments.