For trustees of occupational DC plans, AEGON has developed the Investment Portal, a fund platform designed to enable them to easily and efficiently invest in a wide range of investment funds.
Improving DC investments for UK trustees and members
For the trustees of occupational DC plans, it is frequently difficult to implement your desired investment strategy. The DC investment market is still developing and the investment options available are often inadequate or inefficient, particularly for unbundled DC pensions. For this reason, AEGON has worked together with leading consultants to develop the Investment Portal, a new fund platform designed to meet the investment needs of occupational DC plans.
Providing access to a range of funds
The AEGON Investment Portal provides UK trustees with a unified administrative platform that enables them to easily and efficiently invest in a wide range of investment funds. The single platform offers easy access to different investment managers, across a variety of asset classes and investment styles.
Maximum flexibility
In order to provide maximum flexibility and efficiency, AEGON UK ‘wraps’ all the funds, enabling trustees to create bespoke sets of funds to precisely match their investment requirements. Specific funds can be created according to desired structures or benchmarks, and blended or white labelled funds can be easily made to order.
More information
Please read more in the attached document or contact us.
