We can help you make this a successful ISA season

Use our simple four-step process to run an ISA campaign – the application process on Aegon Retirement Choices (ARC) is online and signatureless, making it easy for you and your clients.

1. Identify clients

If you have ARC clients with an existing ISA use Report Zone(Opens new window) to find out if they have any unused ISA allowance.

If you haven’t used it before, take a look at our Report Zone guide(Opens new window).

2. Get in touch

Use our sample text to remind your clients about:

4. Send your client a quote

Sign into ARC, select ‘investments quote and apply’ and follow the process to generate an illustration today

Things to note

Make sure your clients don't miss out - take a look at our Platform tax year end 2017/18 timelines guide(Opens new window).

If you don't already have access to Report Zone please ask your Firm Administrator to complete the new user request form(Opens new window) and return it to: clientservices@online.aegon.co.uk

The flexible ISA subscription rules introduced on 6 April 2016 don't apply to the Aegon Stocks and Shares ISA.

Re-registering an ISA can take around 6-8 weeks. This is a guide only, in exceptional circumstances it could take longer.

Tax year end opportunities

Have you considered all the advice points available? Make sure your clients make the most of the annual allowance for the current tax year and any available carry forward allowance, together with their other tax allowances and exemptions.

Our technical articles highlight the opportunities available to generate revenue in the run up to tax year end:

Coming soon - tax year end opportunities webinar.  Our technical experts will summarise the key advice points available.

Tools

Report Zone

Use Report Zone to find out if your clients are nearing their annual allowance limits.

CGT reporting tool

Use our CGT reporting tool to manage your client’s CGT liabilities and make the most of their 2017/18 tax allowances.

IHT calculator

Use our IHT calculator to see if your client has a potential IHT liability.


Consolidation

Our platform gives access to an ISA, a SIPP and a GIA - 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.

Take a look at our consolidation toolkit to see some of the main benefits and reasons why you may want to consolidate your clients' assets onto ARC.

Consolidation toolkit

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