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

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
Risk-Managed Portfolios

Building portfolios

Factsheets and performance

Investment fundamentals

Investment News

Discretionary fund managers
Our services

Back-office integration
Training and resources
Training

How do I?

Guides

Resources

Aegon Platform Update November 2020

Processes on the Aegon Platform

Maximising your clients' tax allowances

Aegon Platform update – May 2021

Client-support literature
News

Intermediary
Training and resources
Training
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

Activate my Aegon Platform account

Manage existing users

Set up my browser for secure online access

Create a new user

GIA / ISA

Invest in a new GIA or ISA

Perform a GIA to ISA switch

Switch funds

Top up existing GIA or ISA

Identify clients with unused ISA allowance

Set up regular contributions online for existing clients

Manage regular contributions online for existing clients

Adviser charges

Manage ongoing charges and the cash top-up method

Aegon SIPP

Quote, and apply for an Aegon SIPP online

Top up an existing SIPP

Tools

Use portfolio scan

Find available funds in Research Centre

Create and use a fund shortlist in Research Centre

Create a model portfolio

Add and remove clients to or from DFM model portfolios

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 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.