Support topics

How to...

We've created a range of useful guides to help you with common queries when using your account on the Aegon Platform. You can find these in the journeys above, or in the list below.

Aegon Platform - how to request a one-off withdrawal guide Use this client guide to make an ad hoc withdrawal from the Aegon Dashboard account.

Aegon Platform - how to set up regular withdrawals for GIA and ISA guide Use this client guide to manage regular withdrawals from a GIA and/or ISA on the Aegon Platform.

Aegon Platform - how to manage income from funds for GIA and ISA guide Use this guide to manage income from your funds on the Aegon Dashboard.

Aegon Platform - how to transfer an ISA guide Use this guide to transfer an ISA to the Aegon Platform.

Aegon Platform - how to top up an ISA or GIA guide Use this guide to top up an ISA or GIA on the Aegon Dashboard.

Helpful guides

Guide to Aegon ISA Learn about the Aegon Stocks and Shares ISA, see if you're eligible, understand tax and limits, transfers and top-ups.

Guide to Aegon Platform GIA A general investment account (GIA) could be an option if you've used up your ISA allowance and don't want to lock your money away in a pension.

Guide to transfers Consolidating your investments may help manage your money more efficiently. Here's what to consider before transferring your pensions, ISAs or GIAs.

What should I think about when I'm choosing a fund? Learn what to consider when choosing investment funds, including risk, goals, and time horizon, to help grow your savings effectively.

How to pay ongoing charges through your General Investment Account (GIA) You can use your GIA cash facility to pay charges related to other products. Find out why this might benefit you and which charges you can re-direct.

If you need more support, these questions and answers might be able to help:

Practical support

We can offer different types of practical support and try where possible to centre this around your individual needs.

Support options could include:

Assistance filling out forms

Having a conversation in a way that suits you best

Talking you through processes or topics you might find difficult to understand

Providing communications in formats that suit your needs such as braille, large print or audio

With your authorisation, liaising with family members or carers to articulate instructions

Aegon Platform

How to...

Helpful guides

If you need more support, these questions and answers might be able to help:

A helping hand for those requiring extra support