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Working together, we can get your clients closer to their financial goals.
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The Pensions Technical Zone is the home for all our technical material relating to pensions. You’ll find articles covering the latest pensions issues and links to our comprehensive range of technical FAQs. The Technical Zone is aimed at financial advisers only and the content mustn't be distributed to, or relied on by, customers.
We want to make paraplanners' lives easier by offering our support, expertise and resources. Make this your first point of contact for industry news, tools and technical help - as well as Continued Professional Development (CPD) resources.
Our online pension with a focused fund range makes saving for retirement simple for your clients.
We’re focused on helping you get the most out of your business, so we designed the Aegon Platform with intermediaries in mind.
Using the Aegon Platform, you can spend more time servicing your clients, managing risks and costs more effectively and growing your business’ profit..
We’re on a mission to help people achieve a lifetime of financial security.
Whether your client has a family, home or business to look after, we have a range of high-quality protection products to suit their needs. And we’ve recently launched our new faster, smarter online protection service for Personal Protection and Whole of Life.
We’re one of the UK’s top three providers of workplace solutions* supporting over 10,000 employer schemes. We aim to provide you and your corporate clients with the most comprehensive range of workplace options in one place.
*Source: Spence Johnson Market Report March 2018. Measured by scheme numbers.
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Aegon’s new flexible business protection application options
Aug 16, 2019
Explore Aegon’s new flexible business protection application options including a new streamlined online application process, product upgrades, underwriting improvements and more. more...
Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time
Jul 18, 2019
Join Aegon's webinar on Tuesday 23 July to hear Martin Haggart, Aegon's Technical Pensions Manager, and Elaine Cruickshank, Aegon's Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance more...
Aegon: DB transfer advice – FCA’s next steps
Jul 9, 2019
On 19 June, the FCA published some new data on the defined benefit transfers market. This was accompanied by a strongly worded media comment with the FCA saying it was ‘deeply concerning and disappointing’ to see the high proportion of recommendations to transfer, bearing in mind it has repeatedly said advisers should start from the position that a transfer is not suitable. Here we summarise the FCA findings and key points for advisers. more...
Aegon: Trends in investment strategies and portfolio building uncovered
Jul 8, 2019
We’re seeing significant changes in how people invest: auto-enrolment has created millions of new savers; there’s an increasing reliance on defined contribution pensions; and pension freedoms legislation means many more remain invested during retirement. more...