Consolidation toolkit

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For financial advisers only

Consolidating your clients' assets into one place using our Aegon Retirement choices (ARC) platform could be the right move for you and your clients.

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

Take a look at our consolidation toolkit

Your clients should be comfortable with the investment choices they make as they may lose features, protections, guarantees or other benefits when they transfer.

What consolidating could do for you and your clients?

We can help simplify the consolidation process for you and your clients, bringing clarity and value to their financial position. We've worked to ensure the process for you, and for your clients is as easy as possible to navigate, and we've produced our consolidation toolkit below to help guide you through the process, while highlighting some of the benefits that could mean consolidation could be right for them.