What does the online secure service allow advisers to do?

Online services* for our packaged products will let you:

  • Quote
  • Apply
  • Track progress
  • Manage clients:
    • Track application progress (annuities and protection)
    • Plan search
    • Plan benefits
    • Valuations at date of your choice
    • Current transfer value
    • Transaction history
    • Projections
    • Change personal details
    • Switch funds
    • Web activity MI - which clients have accessed their plan details online
    • Company pension - one page commission/valuation/benefit summaries
    • Company pension member and payment management

*Not all services are available to all plan types.

Supported products for advisers Log in (Opens in new window)

For Aegon Retirement Choices you can

  • View product wrapper values
  • Open new product wrappers
  • Move investments between funds
  • Make additional contributions
  • View MI
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For One Retirement you can:

  • Quote and apply online
  • View account value
  • Move investments between funds
  • Make additional contributions
  • Report offline assets
  • Check/update personal details
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