We’ve recently improved some of our processes. These small changes make things easier for you and your clients. Read on to find out more.
Aegon Retirement Choices and One retirement bereavement process
Recognising that dealing with bereavement is an emotional time for your client, we want to make it as easy and straightforward for them when dealing with us. We’ve updated our dependents form and accompanying letter to make sure it’s clearer and that we’re requesting the correct information from the beneficiaries.
We’ve also made changes to our internal call management system. This allows us to ask all the right questions, and as a result gather the correct information when someone calls in to inform us of a death.
And lastly, if the notification of death didn’t come from the adviser we hold on record, we have a new courtesy letter to inform the adviser of their client’s death. This allows advisers to keep their records up to date.
These small changes all help make the process quicker and less stressful for your client.
Off-platform online services
We’re improving our online services for off-platform clients. It now gives access to your clients’ yearly statements, we've brought key information like valuations, contributions and income to the front so you can view these more easily.
Using your current login details, you’ll be able to securely manage their plans and track any other actions or requests. We’ve introduced new documents with printable sections, making it easier for you to share information with your clients. And new actions have been added to the service – we’ve improved the switch journey and your clients can now find all the forms they’ll need in their online account.
Fully compatible with all mobile devices, our online service has been given a more modern look and feel, making it easier for you and your clients to login and find your way about.
Go to our website to login or to register.