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Fund updates

Fund updates for advisers.

Aegon revolutionises £12 billion UBC fund to include private markets and enhanced ESG integration

Aegon revolutionises £12 billion workplace default fund to include private markets and enhanced ESG integration

  • Published: 20 June 2024
  • Effective Date: 20 June 2024

Changes to LifePath Funds

Information on the changes BlackRock is making to LifePath funds by the end of 2023

  • Published: 21 September 2023
  • Effective Date: 21 September 2023

Aegon revolutionises £12 billion UBC fund to include private markets and enhanced ESG integration

Aegon revolutionises £12 billion workplace default fund to include private markets and enhanced ESG integration

  • Published: 20 June 2024
  • Effective Date: 20 June 2024

Charge update for the Aegon MFS Global Equity (BLK) fund

This update affects our Aegon TargetPlan fund range

  • Published: 20 June 2024
  • Effective Date: 12 June 2024

Closure of the Scottish Equitable M&G Recovery fund

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

  • Published: 19 June 2024
  • Effective Date: 29 August 2024

Changes to some of our risk ratings

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

  • Published: 17 June 2024
  • Effective Date: 30 June 2024

Update to the Aegon Annuity Pathway: plan to set up guaranteed income within next five years fund benchmark

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

  • Published: 12 June 2024
  • Effective Date: 22 August 2024

Changes to the Aegon Global Sustainable Multi-Asset Growth (AMT) fund

This update affects our Aegon Master Trust fund range.

  • Published: 3 June 2024
  • Effective Date: 11 June 2024

Changes to our Long Gilt fund

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

  • Published: 2 June 2024
  • Effective Date: 22 August 2024

Closure of the Aegon Ninety One Global Multi-Asset Sustainable Growth (BLK) fund

This update affects our Aegon TargetPlan fund range.

  • Published: 28 May 2024
  • Effective Date: 13 June 2024

Update to additional expenses for some of our TargetPlan Funds

This update affects our TargetPlan fund range

  • Published: 7 May 2024
  • Effective Date: 7 May 2024

Update to additional expenses for some of our ARC and AOR funds

This update affects our insured Aegon Retirement Choices (ARC) and Aegon One Retirement (AOR) funds

  • Published: 28 March 2024
  • Effective Date: 28 March 2024