Multi-Asset Focus  

SimplyBiz adds Aegon funds to investment range

SimplyBiz adds Aegon funds to investment range

Aegon’s risk rated multi-asset funds will be added to SimplyBiz’s risk controlled investment solutions range.

The Aegon risk managed portfolios will be available to advisers through the range, which has been created in partnership with Defaqto. 

SimplyBiz currently supports over 3,000 intermediary firms with regulatory and business support, and provides product distribution support to 400 financial institutions.

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Rodger Baillie, director, distribution services for SimplyBiz, said: “We know that advisers are always looking for ways to further streamline their advice process, adding efficiencies which allow them to spend more time with clients, and that’s one of the benefits offered by our risk controlled investment range.”

Ronnie Taylor, chief distribution officer at Aegon, added: “The risk-managed portfolios are designed, built, and managed to achieve the best possible outcomes for investors who want a straightforward way to invest. 

“SimplyBiz members have access to preferential Aegon platform fees across Aegon Retirement Choices and Aegon One Retirement, ensuring the best value offering for platform and fund choice.”