Financial adviser confirmation

This area of our website is designed for financial advisers and other financial professionals only.

If you’re a customer or employer please select Homepage below and choose the relevant area of the website.  We’ll only ask you to do this once on each device you access our website on.

Fund updates

Fund updates for advisers

Important Information regarding the FCA Overseas Fund Regime (OFR)

The FCA Overseas Fund Regime (OFR) is a new set of rules to allow certain investment funds established outside the UK to be promoted in the UK, including to retail clients.

  • Published: 5 December 2024
  • Effective Date: 5 December 2024

Update on FCA Overseas Fund Regime (OFR)

Update on the FCA rues regarding the Overseas Fund Regime

  • Published: 2 July 2025
  • Effective Date: 2 July 2025

Closure of the Aegon FTF Templeton Global Total Return Bond fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 11 June 2025
  • Effective Date: 23 May 2025

Closure of the Aegon Baillie Gifford Multi Asset Growth (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 10 June 2025
  • Effective Date: 27 June 2025

Closure of the Aegon CT Asia (AOR) fund

This update affects our One Retirement (AOR) fund range.

  • Published: 5 June 2025
  • Effective Date: 21 August 2025

Changes to the Aegon BlackRock LifePath Flexi (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Changes to the Aegon BlackRock LifePath Capital (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Changes to the Aegon BlackRock LifePath Retirement (BLK) fund

This update affects our TargetPlan and Aegon Master Trust (AMT) fund ranges.

  • Published: 9 May 2025
  • Effective Date: 23 June 2025

Benchmark updates for some of our Aegon BlackRock funds

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 1 May 2025
  • Effective Date: 30 June 2025

Closure of the Aegon BNY Mellon Global Opportunities (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 16 April 2025
  • Effective Date: 16 June 2025

Name change for the Aegon Fidelity Sustainable MoneyBuilder Income fund

This update affects our insured Pension and Aegon Retirement Choices (ARC) fund ranges.

  • Published: 11 April 2025
  • Effective Date: 29 April 2025