Tools
Investment prices, performance and analysis
Our new Charting and Analysis Tool lets you check fund prices and performance and carry out your own fund analysis.
Investment and Retirement Planner
Use our market leading, independent, whole of market tool to build portfolios to match your clients’ risk and return profiles.
Launch the planner here.
Fund Supermarket
With our Fund Supermarket you can access and monitor your clients' self-invested assets and trade online 24 hours a day, seven days a week. You can also access our Morningstar tools and sortable fund list.
Log in to our online services via the link on your right to use our Fund Supermarket now.
Sortable fund list
Because we have such a wide range of funds to choose from, we've put together a fund list for you with filters so that you can check out our funds by asset class, fund manager's name, Standard & Poor's rating, or even by the special deals that we've negotiated with the fund managers.
Log in to our online services via the link on your right to use our sortable fund list now.
Pension Planning Tools
We've developed a range of online calculators to help you with pension planning.
- Retirement income shortfall calculator: finds out if your clients are on target to hit their retirement goals.
- Salary and bonus sacrafice calculator: uncovers the benefits of salary and bonus sacrafice.
- Lifetime allowance calculator: compares your clients' pension funds against the lifetime allowance.
- Tax-free cash calculator: shows how much tax-free cash your clients might be entitled to.
To use our range of online tools, visit www.aegonse.co.uk/adviser/tools
New user?
Get a Unipass certificate or contact your local AEGON Scottish Equitable branch to register for our online services.