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
Aegon Logo (homepage link)
Customer Institutional
Customer Institutional
About us
Training-and-resources Documents FAQs Media Contact
Sign In
  • Home
  • Products
    Pensions
    • Aegon SIPP
    • Cofunds Pension Account
    • AJ Bell Investcentre SIPP
    General Investment Account
    • GIA for companies and trustees
    Trusts
    • Our trust range for use with a general investment account
    ISAs
    Bonds
  • Investments
    Responsible investing
    Risk-Managed Portfolios
    Building portfolios
    Factsheets and performance
    Investment fundamentals
    Investment News
    Discretionary fund managers
  • Our services
    Adviser services
    Back-office integration
  • Training and resources
    Training
    • How do I?
    • Guides
    Resources
    • Processes on the Aegon Platform
    • Maximising your clients' tax allowances
    Client-support literature
  • News
  1. Adviser
  2. Training and resources
  3. Training
  4. How do I?

How do I?

Our how do I guides are here to help - whether you need complete step-by-step, visual instructions or a quick refresher of an online process or tool.

Getting started

Platform upgrade getting started

Activate my Aegon Platform account

Platform upgrade getting started

Manage existing users

Platform upgrade getting started

Set up my browser for secure online access

Platform upgrade getting started

Create a new user

GIA / ISA

Platform upgrade getting started

Invest in a new GIA or ISA

Platform upgrade getting started

Perform a GIA to ISA switch

Platform upgrade getting started

Switch funds

Platform upgrade getting started

Top up existing GIA or ISA

Platform upgrade getting started

Identify clients with unused ISA allowance

Platform upgrade getting started

Set up regular contributions online for existing clients

Platform upgrade getting started

Manage regular contributions online for existing clients

Adviser charges

Platform upgrade getting started

Manage ongoing charges and the cash top-up method

Aegon SIPP

Platform upgrade getting started

Quote, and apply for an Aegon SIPP online

Platform upgrade getting started

Top up an existing SIPP

Tools

Platform upgrade getting started

Use portfolio scan

Platform upgrade getting started

Find available funds in Research Centre

Platform upgrade getting started

Create and use a fund shortlist in Research Centre

Platform upgrade getting started

Create a model portfolio

Platform upgrade getting started

Add and remove clients to or from DFM model portfolios

Platform upgrade getting started

Use capital gains tax (CGT) tool

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 adviser

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 adviser

If you require access to institutional material select Institutional here.