Why consolidation could be right for your clients
People consolidate for different reasons:
- They want to manage their assets online and in one place.
- They could pay less in charges.
- It's easier and more efficient to track fund performance.
Bringing your clients' assets together onto ARC or the Aegon Platform makes it easier to see savings all in one place, and the more your clients save with us, the lower the rate of platform charge will be. As your clients could potentially benefit from ARC's £250,000 price cap or the Aegon Platform's tiered charging structure.
Read our Consolidation factsheet for more information on why your clients might want to consolidate, when they do it, and any concerns they might have.
Consolidation factsheet (PDF, 560kb) Consolidation factsheet (PDF, 560kb) Consolidation may not be the best option for your clients. 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 your client’s pensions or investments after any consolidation can still fall as well as rise and they may get back less than invested or paid in. Any new funds you move your client's money into will have their own set of risks that will be detailed in the fund information available to you.
