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Customer Institutional

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Pensions

Aegon SIPP

Cofunds Pension Account

AJ Bell Investcentre SIPP

ISAs

Stocks and shares ISA

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GIA for companies and trustees

Trusts

Our trust range for use with a general investment account

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Aegon platform update March 2020

Maximising your clients' tax allowances

Processes on the Aegon Platform

Aegon Platform update – July 2020

Aegon Platform Update November 2020

Client support literature
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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

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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

Intermediary 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

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