Maximise the opportunity to generate business with our technical know-how and support material.
Follow the steps below to run your ISA campaign and help your clients make the most of their tax-efficient ISA allowance.
You’ll need to decide the targets for your ISA campaign. Do you have the time and resource to target your whole client base, or would it make more sense to focus on certain clients who are more likely to take action?
Identify what you hope to achieve in terms of client response, net asset inflows and client retention so you can later evaluate the success of your campaign.
Tailoring your message to clients based on their current/past ISA activity can lead to a better response. So if you have Aegon Platform clients with an existing ISA find out if they have any unused ISA allowance using Report Zone. Our How do I guide will help you if you haven’t done it before.
We've created sample text (see step 4 below) to help you target the following client segments.
Decide the best way to deliver your ISA campaign – some clients may reply to an email, some may prefer a letter. Work out a clear delivery schedule and depending on when you're running it, make sure you leave plenty time before 5 April to submit.
Use our sample text to create tailored ISA communications to the following client segments:
Download and personalise each letter to suit your business and the client you’re writing to. If you have your client contact details in a Microsoft Excel spreadsheet, it’s easy to personalise letters or emails to clients – if you’ve not done it before, this mail merge guide could help.
Have a look at our Processes on the Aegon Platform guide to see what you can do online and what processes are still paper based. If you need to send forms to your clients, you can download them from our document library.
Once you’ve heard back from your clients and discussed what they want to do next, sign in to the Aegon Platform to process their instruction.
To help build an even more effective campaign next time, you could evaluate your campaign results. Look at how the response and asset inflow targets compare against the targets you set in Step 1, and analyse which client segments (by ISA activity, age group, life stage etc) were the most responsive.