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Managed transfer service

A quick and efficient way to move your clients to Aegon

Transfer multiple clients to one platform

Working across several platforms can eat up valuable time and resource. But switching your clients' platforms individually could cost you more time, and even money. Our managed transfer service is designed to help streamline your business, with your clients' needs at the heart of the process - and our team supporting you throughout the journey.

Why use our managed transfer service?

Time savings
We're here to help you transfer your clients in groups - meaning you can spend less time driving that process at an individual level. And ultimately less time working across various platforms.

Client analysis and segmentation.
You can decide on the level of service you'd like to offer each client, based on our analysis. Some may be able to self-serve fully, while you may prefer to select only certain parts of the service available for other clients.

Support to engage with your clients.
Once you're ready to recommend the transfer, we'll work with you on the best communications strategy and delivery.

Streamlined processes
Signature-free elements of the process help speed up and simplify, for example at re-registration and cash transfers. And illustrations and applications can be pre-populated.

Dedicated team
Our experienced Platform Consultancy team can tailor your client transition to complement your existing business process. Applications are submitted direct to the team, with progress tracking until each client is on the platform. 

Online dashboard
Your clients can view their portfolio at a glance, with the option for some to self-serve.

Straightforward charging structure
Your clients can see exactly what they're paying for, with clear charges across all investments held.

Tiered charging
With ARC's tiered annual charging structure, the more assets your client has, the lower the rate of platform charge could be across each product.

Cost comparison
We'll show your clients how our platform costs compare for them individually.

Shared efficiencies
By transferring your clients through our managed service, you'll be able to offer them an efficient transfer service by tracking their progress in our portal, supported by our dedicated team.

It’s important your clients are comfortable with the investment choices they make as they may lose features, protections, guarantees or other benefits when they transfer. The value of any investments transferred to ARC can still fall as well as rise and your client may get back less than they invest. Any new funds your client moves their money into will have their own set of risks that will be detailed in the fund information available to you.

How it works

We can help you consolidate all the platforms in your business, saving you administration and advice time. We’ll be supporting your advice process to transfer your clients to Aegon Reirement Choices (ARC), in many cases aligned to Origo for digital pensions transfer. You provide advice, we provide accelerated processes. 

 You can then choose which of your clients can self-serve on our platform.

The process 

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1 - Analysis

We'll help you identify the clients who would benefit from transferring to Aegon Retirement Choices.

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2 - Illustrations and cost comparisons

We'll issue illustrations and cost comparisons for you to review for your clients.

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3 - Quotes

You'll be able to access quotes through our new adviser portal experience.

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4 - Engage with clients

You'll be in control of the communications approach for each of your clients.

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5 - Client application

You and your clients will both complete the application using our streamlined processes. 

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6 - On platform

Once we've received the completed application, your client will be transferred onto the platform and you'll see them in your usual portal.

Client access

Your clients can have online access to view valuations, reports and statements, allowing you to focus on giving advice. The most confident of your clients can even have trading access – although the most complex products and investments will still only be available through you.

[00:00:05] Once you've activated your account, you're ready to get started. Log in to your account and you'll land on your dashboard. Here, you can find everything you need, with all information in one place. The dashboard is tailored to you and depends on the permissions you have.

[00:00:24] Here, we'll look at a customer who can manage the products they hold. If you have a financial adviser, you might have 'view only' access, as they support you with your financial planning and manage products on your behalf. Here you can see the total value of all your products and the return since you invested with us, and whether that's up or down. If you have a financial advisor, you'll find the details here.

[00:00:57] You can easily see what products you have, including the product name, value, and product number. We'll come back to 'view and manage' shortly. At the side you have quick links to online documents, latest status updates and product and investment gating. You can also access information about the investments we offer.

[00:01:27] Let's go back to see how you can manage your self invested personal pension. If you select 'view and manage' you'll get a summary of the product and you're able to make changes if you want to. You can see the value return and the financial advisor's details linked to this product. You can choose to top up, change existing investments, manage investment strategy, or select more actions to manage investment income and for equity trading. If you're paying a regular amount, we'll show that here, and when it's next due. If you want to make a change to the regular amount you're paying, you have easy access to the form you need to complete and send to us.

[00:02:18] You can also find out more about your investments, transaction history, online documents, and any ongoing charges you're paying to your financial advisor if you have one. There are also useful links to our fund research area, generate a review illustration, update your preferred retirement age, and access our retirement planner tool. This is a quick overview of your dashboard and product summary. You can also select 'account' to view and update your details if you need to.

[00:02:55] If you want to know more, visit our dedicated support page for useful information and watch other helpful videos. Once you've finished, remember to log out. This is your Aegon Retirement Choices and One Retirement experience. Simple, online and intuitive.