Apology as Aegon sends 35 clients' details to wrong IFA

clock

Insurer Aegon has apologised for an administration error which saw client details sent to a financial adviser by mistake.

The error breached the 1998 Data Protection Act, according to the Mail on Sunday. The report said the adviser, Whitehall Partnership, could have changed the investors' personal details or switched their investments. The firm said it received details last month of 35 Aegon investors who were not its clients. Between them they hold £1.2m in investments with the insurer. A spokesman for Aegon said: "Data protection breaches do occur from time to time and we take our responsibilities seriously. This incident occurred because someone attached the wrong reference number to the agency. We...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Why the bull market in precious metals may be starting again

Why the bull market in precious metals may be starting again

Silver and gold again – who would have thought it?

Paul Wood
clock 20 May 2026 • 2 min read
Omnis Investments launches passive range for Openwork and 2plan advisers

Omnis Investments launches passive range for Openwork and 2plan advisers

L&G to run day-to-day investment management

Patrick Brusnahan
clock 19 May 2026 • 2 min read
Digital bank Zopa gains targeted support authorisation

Digital bank Zopa gains targeted support authorisation

Receives regulatory approval for investment products

Sophia Panayi
clock 19 May 2026 • 1 min read