Your upgraded platform

We're here to support you and help you get the most out of the Aegon Platform.

Take a look at our training guides, FAQs and hints and tips. Please check back regularly for updates.

We’re focused on delivering the best digital solutions to support you and help you and your clients. Find out what the upgraded platform offers in our short video.

Your home for key upgrade information, from timescales and Q&As to copies of adviser communications.
We’ve written to investors about changes to their terms and conditions. View the mailing pack and full terms and conditions.

Access training material, including guides and supporting documents, to help you get the most from the upgraded platform.

Your upgraded platform

Creating fund panels guide

Managing fund panels

Managing your clients guide

Redirecting charges to the GIA guide