Find out how you can bring all your investments together under one roof.
- 00:04
- Keeping on top of your finances is important and the easier it is to do, the more likely you are to achieve it. That’s why we’ve developed a way to help you keep things simple, with our new customer dashboard.
- 00:17
- When it comes to taking an overview of your investments, you might find that you’ve got money in different places investing in different funds. While that might work for you, sometimes it might be better to pull everything into one place so you can easily keep an eye on them.
- 00:33
- If you bring your investments together with Aegon, you can use our customer dashboard, to log in and instantly see all your investments – making them much easier to keep track of. You’ll have access to online portfolio valuations and be able to easily view and track the performance of your investments so you or your intermediary, if you have one, can make any changes that might be needed.
- 00:57
- The improved functionality means it’s easy to switch between funds, and access to portfolio planning and analysis tools can help you manage your investments.
- 01:07
- Don’t forget though – consolidation might not be right for you and there are lots of things to consider before you start the process, for example charges, and any valuable features and benefits you may have. You and your intermediary, if you have one, need to make sure that bringing your finances together in one place is right for you.
- 01:28
- The best thing to do is to look into your options. At Aegon we’ve worked to make the process as easy as possible for you to see all your investments under one roof.
- 01:37
- Whatever you decide to do, make sure you take time to understand the pros and cons of consolidation and make an informed decision that’s right for you and your financial plans. If you’re at all unsure about what to invest in or would like to talk it through, you should get some financial advice or guidance.