Manage your investment

You can do this on the Aegon Customer Dashboard (opens in a new window), or get advice with one of our expert Financial Advisers.

Check your investment’s performance

You can do this on the dashboard or by checking the fund performance table (opens in a new window).

Review and make changes

You can also use the Aegon customer dashboard to:

  • Add to your investments.
  • Take money out of your investments.
  • Manage your regular investment payments.
  • Move money between investments.

Information: You cannot use the Aegon Customer Dashboard for investments where you are the secondary holder.

Request investment advice

Request a video or telephone appointment with one of our Financial Advisers.


Use the online booking form to request investment advice.

Our online form will ask you to select a branch, but you will not be asked to come in.

Request an appointment online

Over the phone

Our UK-based team can help you request investment advice. Call us to make an appointment.

Monday to Friday, 9am to 5.30pm.
Closed Saturday, Sunday and bank holidays.

0800 328 78 12