FAQs

  • Aegon is one of the  UK’s leading investment platform providers. It offers an award winning investment administration service to intermediaries that enables us to pass on some great benefits to you, the investor including:

    • A single account view of your investments across a range of investment products
    • Access to a huge fund range from all the UK's leading fund managers
    • The ability to switch between hundreds of funds quickly and cost-effectively
    • Online access to your portfolio
     

    Aegon is one of the world’s largest providers of life insurance, pensions and asset management and traces its roots back to 1831. In 2016, Aegon bought the Cofunds business, making it one of the largest platform providers in the UK.

  • If you are having trouble logging in to your Aegon account, please contact Aegon directly on 0345 604 4001 and select option 1. Aegon will send you an email to enable you to reset your credentials. 

  • Aegon's trading site allows you to: buy, sell and switch between your funds, instruct withdrawals, view any correspondence, view your transactions and obtain a valuation of your portfolio.

  • We still fully support the Aegon Platform.

    Our move to the delivery of our own platform was for the following reasons:

    • The ability to offer a wider set of investment options which now includes shares, investment trusts and exchange traded funds (ETFs)
    • The provision of a Self-Invested Personal Pension (SIPP) to enable our customers another tax efficient savings option linked to retirement
    • Provision of a cheaper charging proposition through a platform that requires less manual intervention enables us to pass on those savings to our customers.

  • Aegon take security very seriously and its website uses the latest 'encryption' technology to ensure the highest levels of protection of your details. Additionally, Aegon follows strict and proven procedures when providing access to the website ensuring your log-in details are kept safe.

    For example, when you log in you use a 'secure' connection and your web browser should show a yellow padlock symbol (usually at the bottom right hand corner of the web browser, this can vary depending on the web browser you use). To find out further details of the protection provided you can click on this padlock symbol.