How it works

A dedicated, experienced consultant will work with you and your adviser on the details of set-up, payments, data transfer, marketing support and ongoing scheme management.

Larger schemes will be appointed a face-to-face contact who’ll co-ordinate a bespoke implementation and communication plan.

Our scheme communication materials cover a range of messages and formats, so there’s something for everyone.

Larger schemes can choose from various bespoke and tailoring options to personalise their literature.

Our innovative pension scheme websites offer instant access to plan information, calculators, consumer discount and financial education portals.

SmartScheme is our online platform for set-up, contributions, bulk transfers and ongoing administration:

The benefits:

• Quick, efficient and accurate installation 
• A single data upload (future tasks completed using this data)
• An audit trail of the installation process from day one

SmartPay is our online contributions management system. Used by 96% of our schemes, it lets you make flexible payments, member updates and alterations with ease.

The facts:

• Data pre-populated in tandem with payroll and submitted through our secure website
• Contributions applied automatically 
• Meets Welfare Reform and Pensions Act (WRAPA) requirements
• Over £3.3 billion/468,591 payments collected (Feb 2011)

A named AEGON contact will:

• conduct regular reviews to help make sure the scheme continues to meet expectations 
• update you on any new service, propositions or industry and legislation developments
• co-ordinate scheme renewals and any future marketing campaigns 
• provide management information and governance support

Our Edinburgh-based helpdesk and email enquiry service and dedicated eService helpdesk are on hand for any queries you, or your scheme members, have.