Aegon
Aegon offers two platforms for advisers: Aegon Retirement Choices and the Aegon Platform, which was originally known as Cofunds.
Aegon is part way through a large digital transformation strategy, bringing together all elements of its platform estate. For advisers the focus is enhancing adviser usability, client experience, and it will also improve operational efficiency for Aegon.
Available propositions
Aegon Platform (formerly Cofunds)
Aegon Platform (formerly Cofunds)
Aegon ARC
Aegon Platform (formerly Cofunds)
The Aegon Platform is the new name for the Cofunds platform. It originally started life with the backing of six financial services companies but is now wholly owned by Aegon.
The Aegon Platform is built around three core options: ISA, Sipp and GIA and comes with a combination of retirement options. However, it also offers a service to help transfer clients to the Aegon Retirement Choices platforms.
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 | |
|---|---|---|---|
| £0-£100k | 0.29% | ||
| £100k-£250k | 0.26% | ||
| £250k-£500k | 0.23% | ||
| £500k-£1m | 0.15% | ||
| £1m+ | 0% |
Aegon ARC
The Aegon Retirement Choices (ARC) platform is a holistic platform that can adapt with the needs of an adviser's clients taking them through their working life and into retirement.
It can manage individual accumulation, workplace savings and retirement income, all in one place.
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-£30k | 0.60% | ||
| £30k-£50k | 0.55% | ||
| £50k-£100k | 0.50% | ||
| £100k-£250k | 0.45% | ||
| £250k+ | 0.00% | ||
| Exchange-traded dealing | £15 per trade |