We can help you make this a successful ISA season

Find clients to top up

You can use Report Zone to find clients with unused ISA allowance. If you haven't used it before, take a look at our Report Zone guide(Opens new window).

Send out communications

Use our sample text to remind your clients about:

Tax year end opportunities

Find out how we can help you maximise tax year end opportunities.


Send your client a quote today

Sign into Aegon Retirement Choices (ARC) and select 'Investments quote and apply' and follow the process to generate an illustration today.


Things to note

  • The flexible ISA subscription rules introduced on 6 April 2016 don't apply to the Aegon Stocks and Shares ISA. This means withdrawals from the Aegon Stocks and Shares ISA can't be replaced without them counting against the annual subscription
  • Re-registering an ISA can take around 6-8 weeks. This is a guide only, in exceptional circumstances it could take longer.
  • Take a look at our handy guide on the Platform tax year end 2016/2017 timings to ensure your clients don’t miss out.

If you have any questions or need help, please speak to your usual Aegon contact.

Alternatively, call us on

03456 801 234

Monday to Friday, 8:30am to 5:30pm


Consolidation

Our platform gives access to an ISA, a self-invested personal pension and a general investment account - giving your clients the opportunity to diversify their portfolio. And remember, if your client's total Aegon platform portfolio is over £250,000, then there's no charge on the assets over this.