Aegon
Aegon offers two platforms for advisers: Aegon Retirement Choices and the Aegon Platform, which was originally known as Cofunds. Recent developments have been on assisting advisers with clients entering and navigating retirement, the systems have been designed to make it simpler for advisers to use.
Available propositions
Aegon Platform (Cofunds)
Aegon Platform (Cofunds)
Aegon ARC
Aegon Platform (Cofunds)
The Aegon Platform is the new name for the Cofunds platform. Cofunds is one of the oldest adviser platforms in the market. It started life with the backing of six financial services companies, but is now owned by Aegon.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior Pensions & SIPPs | Onshore bonds | Offshore bonds | Other |
|---|---|---|---|---|---|---|---|---|
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| Funds (0-£100,000) | 0.29% | ||
| Funds (£100,000.01-£250,000) | 0.26% | ||
| Funds (£250,000.01-£500,000) | 0.23% | ||
| Funds (£500,000.01-£1,000,000) | 0.15% | ||
| Funds (over £1,000,000) | 0% |
Aegon ARC
The Aegon Retirement Choices (ARC) platform is a holistic platform that can adapt as the needs of an adviser's clients taking them through their working life and into retirement. The platform has over 5,000 investment options including pension fund solutions built by Aegon.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior Pensions & SIPPs | Onshore bonds | Offshore bonds | Other |
|---|---|---|---|---|---|---|---|---|
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
| Insured funds, Unit-linked guarantees |
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| 0-£29,999.99 | 0.60% | ||
| £30,000-£49,999.99 | 0.55% | ||
| £50,000-£99,999.99 | 0.50% | ||
| £100,000-£249,999.99 | 0.45% | ||
| £250,000+ | 0.00% | ||
| Exchange-traded dealing | £15 / trade |