Insert Aegon and Cofunds .pdf

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Aegon and Cofunds
Making financial planning easier, smarter, better.
As you are probably aware, Cofunds is now part of Aegon, the global savings and
investment provider. Your intermediary chose Cofunds as the service on which to
manage your investments – and it’s easy to see why. Over the past 15 years,
Cofunds has grown to become the UK’s largest investment administration service.
It now administers £89.3 billion in pensions, ISAs and other products on behalf of
more than 700,000 investors.*
Best of both
By bringing together the scale and
experience of Cofunds, with the innovation,
financial strength and product know-how
of Aegon, we aim to provide even better
support for your intermediary to manage
your financial planning.

Business as usual
As you’ll have noticed, it’s very much business
as usual at Cofunds and your investments are
unaffected. Your intermediary will be kept
up to date with our plans, so if you have any
queries please speak with them.

We’re combining Aegon and Cofunds
services to create a financial planning
platform with a wider investment choice
and online functionality that’s simple,
powerful and intuitive to use.

Our brand
As Cofunds is now part of Aegon, our brand
will also be changing to Aegon when the
service is upgraded. You’ll therefore be
seeing more Aegon branded communications
like this leaflet, but Cofunds will remain the
provider of the platform that supports your

*As at 30 June 2017

Aegon and Cofunds – a great partnership

About Aegon
For 186 years, we’ve been helping people
take responsibility for their financial future.
Our business began when Scottish Equitable was founded in Edinburgh
in 1831. We became part of Aegon in 1994. Currently, we support
2 million customers across the UK and 26 million worldwide,
who entrust us with over €815 billion of savings and investments*.
Bright ideas – brighter future
We’re dedicated to helping the UK achieve a lifetime of financial security.
From online technology that gives intermediaries and their clients one-stop
access to a universe of investment opportunity - to retirement products that
make wealth planning simple and fulfilling.
Aegon facts & figures*
• Global savings and investment provider
serving 26 million customers in over 20
• Over 29,000 employees, with over 2,000
based in the UK.
• Manages over €815 billion in assets on
behalf of savers and investors worldwide.
• Scottish Equitable was formed in 1831
and became part of Aegon in 1994.

Keeping your
investments safe
You can feel confident that
your investments are in safe
hands as they will still be
subject to the same rules
and regulations as they are

*Asset value is correct at June 2017, all other information
is correct at 11 May 2017.

Want to know more?
Learn more about Aegon at

Aegon is a brand name of both Scottish Equitable plc (No. SC144517) registered in Scotland, registered office:
Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.3965289,
registered office: Level 43, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. Both are
Aegon companies. Scottish Equitable plc is authorised by the Prudential Regulation Authority and regulated
by the Financial Conduct Authority and the Prudential Regulation Authority. Cofunds Limited is authorised
and regulated by the Financial Conduct Authority. Their Financial Services Register numbers are 165548 and
194734 respectively. © 2017 Aegon UK plc
RTL375837 09/17

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