Valuations - Aegon Retirement Choices

Information to setup the valuation service with the provider is detailed below.

For further information, please refer to the valuation user guide.

Provider support telephone

03456 081 680

9:00 – 17:00 Monday to Friday

Provider support email

escalationteam@aegon.co.uk

Provider website

Aegon Retirement Choices login

Service Availability

Available 24 hours Monday to Sunday 

(subject to maintenance)

Access credentials for Pathways

Fir Level

Synaptic Organisation ID

Registration

Send an email to escalationteam@aegon.co.uk  requesting to be set up for the Synaptic bulk valuation service with the following information: 

  • Company Name
  • Company Address
  • FCA Firm Reference Number

Once set up is complete, you will receive confirmation from the escalation team with your Connect ID.  


The Connect ID is an Aegon specific Adviser Firm identifier and may be needed when contacting Aegon support for assistance.

Message type

Individual bulk valuation

Fund codes supported

ISIN

MexID

Citicode

Product types

Pensions

Setup guidance

The contracts should be entered as off platform.

  • AEGON SIPP Uncrystallised
  • AEGON SIPP Drawdown
  • AEGON Stocks and Shares ISA
  • AEGON General Investment Account