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Strategic Partners

This website and its contents is for financial adviser use only.

Aegon

Advice Makes Sense

We’re one of the world’s leading providers of life insurance, pensions and assets management.  We’re dedicated to helping you create financial planning solutions to get your clients closer to their financial goals. From our platform, giving one-stop access to a universe of investment opportunity, to retirement and protection products - we've got something for everyone. 

To help you navigate the latest industry changes, developments and issues, we've launched our new Advice Makes Sense hub – it’s packed full of our latest articles and research, podcasts and webinars.  You’ll also find links to our other technical hubs to  further develop your knowledge, maximise the available opportunities and support your conversations with clients.

Aegon Retirement Choices charges

We've designed the Aegon Retirement Choices (ARC) charging structure so it's clear - your clients can see exactly what they're paying for. And remember with our price cap, if your clients' total Aegon platform portfolio is over £250,000*, there's no charge on assets over this.

Fund value Paradigm annual percentage charge
First £249,999.99 0.25%
250,000 and over 0.000%

We might vary these charges at our discretion.

Solutions

Our solutions

Take a look at our range of online retirement and protection choices, designed to meet the needs of your clients throughout their financial journey. 

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Pensions Technical Zone

Pensions Technical Zone

Find all our pension’s technical material in one place – including FAQs and articles covering the latest pensions’ issues.

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Investments

Investments

Find flexible investments to suit your clients’ needs. Browse our funds and see fund prices and performances.

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Maximise opportunities with our support material

Tax year end opportunities

Tax year end opportunities

Maximise the opportunity to generate business from your Aegon Retirement Choices clients with our technical expertise and support material, including our tax year end opportunities webinar. 

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Defined Benefit Hub

Defined benefit hub

Have a look at our defined benefit (DB) support material, designed to highlight the important areas to consider before deciding if a transfer may be suitable for your clients.

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Fresh Perspectives

Fresh Perspectives

Our adviser magazine is packed with insightful, thought-provoking commentary from leading industry experts. We've handpicked articles, films and webinars that give ideas to help you support your clients and be more efficient in your business. 

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