What connectivity services are available?
For financial advisers only17 January 2017
As well as our secure extranet services, we also provide data services you can access through your back office systems. These services make it easier to connect your business with us.
Pension Contract Enquiry
Contract Enquiry provides real-time pension valuations for your clients. It’s:
- free, easy to set up and covers most of our pension products; and
- accessible through your back office systems.
We use UNIPASS digital certificates as authentication for accessing valuations. You can find out more about UNIPASS at www.unipass.co.uk(Opens new window)(Opens new window).
If you’d like a list of your clients’ plan numbers speak to your usual Aegon contact. You can find account numbers for your One Retirement and Aegon Retirement Choices (ARC) clients on Report Zone(Opens new window).
Electronic remuneration statements
Electronic remuneration automates the reconciliation process. The service can provide accurate management information for your business and save you time.
Speak to your back office provider to find out if they suppport electronic remuneration.