How do I access a valuation, contribution history, projection of future benefits and investment information for my client?

You can access this information by logging into Aegon Retirement Choices or One Retirement, then either:

  • search for the client on the adviser home page; or
  • click 'show all clients'; then 
  • just click the client you're interested in.

To access a projection of future benefits, select 'specialised quote' from the left hand menu after you're on the client summary page.