Welcome to this website page we have set-up to provide you with informtion about the first annual review for the Dentsu Aegis Network Group Personal Pension (GPP) with Aegon.  Here you can access many items from your annual review pack online from anywhere, home or office (even holiday!).

You are also invited to take up an opportunity to meet with Edward for a review meeting, at which you can discuss any other financial matter of interest to you, as well as reviewing:

•     your retirement income objectives
•     your investment risk and investment fund choices
•     contribution rates.

All these things matter greatly over time and are so easily left to discuss when it’s too late!  Denstu Aegis Network pay for our consultancy, so the review meeting is free to you, no cost whatsoever.  So you really should take up this chance to review things with Edward: to do so, please contact Amy Whitestone at your Regent’s Place office to arrange the date and a time slot during November or December.

In the meantime, the following points should be of particular interest in relation to your pension fund and financial objectives.  Please download the files at the bottom of the page that support the points below.

1)    Investment performance charts – showing relative returns of our risk-rated portfolios, as outlined in Edward’s annual review letter.
2)    Attitude to risk (ATR) selection – this shows the recommended choices of asset allocation in relation to investment risk for the various other risk levels and terms to Target Retirement Age (TRA).
3)    Re-balance letter of request – can be downloaded here, for printing, signing, scanning and returning to us at any time (if you wish, you can leave the funds blank and we will complete requesting the re-balance is made to your original portfolio of funds).  Alternatively, I would refer you to the pre-completed version of this letter, specific to your own pension portfolio, held in the secure download portal that Jeanette sent to you on email separately.
4)    Guide to pension changes – this is a briefing booklet that details the radical changes being brought into law from the April 2014 budget and subsequent Treasury announcement in October 2014.
5)    Our Financial Magazine – our very own money management publication that you may find an interesting read.  Please download it from this page

Back to your Dentsu Aegis Network Annual Reviews

Useful information sheets & brochures (downloadable PDFs)

You are welcome to download any of the following relevant review documents:

• DAN GPP – Performance Charts – Review 2014
• DAN GPP – ATR Sector Selector & Fund Choices – Review 2014
• DAN GPP – Fund re-balancing letter – Review 2014
• DAN GPP – Guide to UK Government Pension Changes – Review 2014
• DAN GPP – Patterson-Mills Money Magazine – Review 2014