This site requires a JavaScript enabled browser to give you the very best user experience. Please enable or use a browser with JavaScript.

You are using an outdated browser. Please upgrade your browser to improve your experience.

We use cookies to give you the best possible experience on our website, please read our Cookie Policy

Skip to Main Content Skip to Navigation Accessibility Statement

Customer Institutional

Customer Institutional

About us

Training-and-resources Documents FAQs Media Contact

Home
Products
Pensions

Aegon SIPP

Cofunds Pension Account

AJ Bell Investcentre SIPP

Retirement income

ISAs

Stocks and shares ISA

General Investment Account

GIA for companies and trustees

Trusts

Our trust range for use with a general investment account

Bypass trust

Bonds
Investments
Investment News

Building portfolios

Factsheets and performance

Corporate actions
Our services

Intermediary services

Back office integration
Training and resources
Training

How do I?

Guides

Resources

Aegon platform update March 2020

Aegon Platform update – Winter 2019 / 2020

Maximising your clients' tax allowances

Processes on the Aegon Platform

Client support literature
News

Intermediary
Training and resources
Training
How do I?

How do I?

Platform upgrade getting started

How do I... activate my Aegon Platform account?

illustration of a calculator

How do I... perform a GIA to ISA switch?

How do I... set up regular contributions online for existing clients?

How do I... manage regular contributions online for existing clients?

How do I... identify clients with unused ISA allowance?

How do I... manage ongoing charges and the cash top-up method?

How do I... manage existing users?

How do I… switch funds?

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

How do I… top up an existing GIA or ISA?

How do I… create a new user?

How do I...use portfolio scan?

How do I... quote, and apply for an Aegon SIPP online?

Your options

Products
Investments
Our services
Training and resources

Help & Support

Document library
FAQs
Media centre
Contact us

Social

Facebook
Twitter
Linkedin
YouTube

©

Terms of service
Privacy and cookies
Regulatory
Accessibility
Complaints

Welcome to Aegon.

In order to get you to the right place, we need to find out a bit more about you.
Please select the box that applies to you.

I’m a customer I’m an intermediary

If you require access to our institutional website, select Institutional here.

You told us previously that you were a customer. Please select the box that's right for you.

I'm still a customer I'm an intermediary

If you require access to institutional material select Institutional here.