Changes at Cofunds

Following the acquisition of Cofunds from Legal & General by Aegon on 1st January 2017. Investors will have received correspondence advising them of the change and providing the new Terms and Conditions which took effect from 30th April 2018.

A further change will be the upgrade from the Cofunds platform to the Aegon platform. These changes will be visible online and on the first statement provided following the upgrade which is due to take effect on Tuesday 8th May.

The intention is that at the end of the journey investors will have access to a financial planning platform with a wider investment choice and enhanced online functionality that’s simple, powerful and intuitive to use.

Please note that your portfolio is unaffected and will remain invested throughout the upgrade.

About Aegon

For 186 years, Aegon have been helping people take responsibility for their financial future.

Their business began when Scottish Equitable was founded in Edinburgh in 1831. Who then became part of Aegon in 1994. Currently, they support 2 million customers across the UK and 26 million worldwide, who entrust them with over €815 billion of savings and investments

Although the platform is changing and will look different Aegon are committed to investing in the service and will be making new feature and investment products available in the future.

If you access your investments online you should have received instructions on how to get started on the Aegon platform; if not click here.

Please note their change of address:                 

Aegon Cofunds Administration

PO Box 17491

Edinburgh EH12 1PB

Our Continued Support

Aegon and Cofunds have kept us informed and updated throughout the journey and we are excited at the prospect of new investment products for our clients and a wider investment choice.

We will continue to monitor the services and performance provided and are happy to continue to support Aegon/Cofunds for the foreseeable future.

If you have any questions or concerns please contact your adviser here at Lewis’.

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