For financial advisers only

Combining streamlined online services with easy to use tools and reporting, Aegon Retirement Choices (ARC) works with your business – simplifying administration and putting you firmly in control.

Signature-free straight-through processing

Save time on transactions, including new business applications, withdrawals and trading. Our online services are available 24 hours a day so you can access them at your convenience.

Efficient portfolio management

ARC’s flexible portfolio-building capabilities help you build and manage investment strategies. We offer:

  • Online model portfolios – so you can build scalable investment strategies.
  • Discretionary fund managers – that let you outsource portfolio building.
  • Automatic rebalancing – to maintain the desired investment mix.
  • Portfolio management tools – that make it easy to research and evaluate investment strategies.

Manage client access with gating

Our gating system allows you to set your client's access level. You can select from one of the following:

  • No access
  • View-only
  • Trading

We also make sure that the more complex activities, such as accessing drawdown, can only be done through you.

Report Zone

Use Report Zone(Opens new window)(Opens new window)(Opens new window) to access valuable and efficient management reporting that helps you identify opportunities, keep track of business and demonstrate the value of your advice.

Manage your client's CGT liabilities

Our capital gains tax (CGT) reporting tool for GIAs gives you the information you need to manage your client’s CGT liabilities:

  • Easy to track profit and loss - simple visual layout and intuitive navigation.
  • Enables Scenario planning - check the potential CGT impact before placing a trade.
  • Enables CGT calculations - provides the data for CGT planning and tax calculations.
  • Client-facing reports.
  • Bespoke paraplanner view - gives access to client information on behalf of advisers.

Find out more about using our CGT reporting tool.

Get in touch or speak to your usual Aegon contact to find out more.