Fund updates | Customer

Changes to Universal Balanced Collection

We’re making some changes to our Universal Balanced Collection (UBC). The UBC is available to investors in Aegon Retirement Choices (ARC), One Retirement (AOR) and our insured Pension fund ranges.

Published: 10 October 2024
Effective Date: 10 October 2024

The funds our Retiready ISA Solutions 2-5 invest in are closing

This update affects our Retiready ISA Solutions 2 - 5 fund range.

Published: 3 October 2024
Effective Date: 7 November 2024

Benchmark updates for some of our Aegon BlackRock funds

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

Published: 23 September 2024
Effective Date: 30 September 2024

Closure of the Aegon CT UK Social Bond (BLK) fund

This update affects our Aegon TargetPlan fund range.

Published: 23 September 2024
Effective Date: 13 December 2024

Annual Review of Expenses 2024 Pension Life funds

This review affects our insured Pension and Life funds.

Published: 19 September 2024
Effective Date: 16 August 2024

Annual Review of Expenses 2024 ARC AOR funds

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

Published: 19 September 2024
Effective Date: 16 August 2024

Annual Review of Expenses 2024 TargetPlan and Aegon Master Trust (AMT) funds

This review impacts our TargetPlan and Aegon Master Trust (AMT) fund ranges.

Published: 18 September 2024
Effective Date: 16 August 2024

Name change for the Aegon LGIM Ethical UK Equity Index (BLK) fund and the Aegon LGIM Ethical Global Equity Index (BLK) fund

This update affects our Aegon TargetPlan fund range

Published: 12 September 2024
Effective Date: 30 September 2024

Changes to Aegon’s MI Workplace Savings fund range

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

Published: 1 September 2024
Effective Date: 5 November 2024

Closure of the Aegon CT UK Property Trust fund

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

Published: 27 August 2024
Effective Date: 7 November 2024