Document Library

This area of the website is intended for financial advisers and other financial professionals only.

Support topics

Administration forms The forms you need to manage your firm’s interaction with the platform, from adding new advisers, to notifying us of a novation and forms to use on behalf of your clients.

Transacting forms The forms to use with your clients to submit business and instructions on the platform, or for you to submit on their behalf.

Adviser documents A range of materials designed to help you get the most from the platform, including supporting guides, training guides, terms and conditions and case studies.

Client documents From pre-sale literature to use with prospective clients, including key features, to material to use with supporting existing clients.

A helping hand for those requiring extra support

If your circumstances mean that you need some extra support, we’re here to help.

woman with braids and a green sweatshirt is showing a tablet to an older man as they sit on a cream sofa

Practical support

We can offer different types of practical support and try where possible to centre this around your individual needs.

Support options could include:

Assistance filling out forms
Having a conversation in a way that suits you best
Talking you through processes or topics you might find difficult to understand
Providing communications in formats that suit your needs such as braille, large print or audio
With your authorisation, liaising with family members or carers to articulate instructions

We want to make it as easy as possible for you to do business with us, so when you get in touch, please let us know your support needs and we’ll do what we can to help.

Aegon Retirement Choices and One Retirement

Support topics

Document Library

A helping hand for those requiring extra support