Opening hours:
Opening times:
Monday-Friday 8.30am - 5.30pm
Saturday closed
Sunday closed
Call charges will vary.
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.
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.
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.
1 - Analysis
We'll help you identify the clients who would benefit from transferring to Aegon Retirement Choices.
2 - Illustrations and cost comparisons
We'll issue illustrations and cost comparisons for you to review for your clients.
3 - Quotes
You'll be able to access quotes through our new adviser portal experience.
4 - Engage with clients
You'll be in control of the communications approach for each of your clients.
5 - Client application
You and your clients will both complete the application using our streamlined processes.
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.
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.
Opening times:
Monday-Friday 8.30am - 5.30pm
Saturday closed
Sunday closed
Call charges will vary.