Maximise the opportunity to generate business with our technical know-how and support material.

Use our dedicated resources to help maximise your clients' tax allowances on the Aegon Platform. You can find useful campaign tips, ready-made templates, guides, key information and tools to make the most of the tax-efficient opportunities for your clients.

Guides and support for submitting business

Read through our range of guides to help your submit business on the Aegon Platform. For all the forms and guides you need, go to our Document library.

Submitting ISA and GIA business
Find out how to use your dashboard to invest in an ISA or GIA, and how to check the progress of transfers.

Guide to making contributions to products
Details of how to make contributions to Aegon Platform products by bank transfer, cheque, and debit card.

Digital journeys
Find out what you can do online and when you need to send us paper forms.

Use our guides and training material to get the most out of the platform
Our guides and training material can help you navigate the platform and transact online.

Processes on the Aegon Platform
A summary of the processes you can carry out online and the paper based processes when transacting on the platform.

CGT tool
We've enhanced our CGT tool with a scenario planner, making it even easier to manage your clients' capital gains tax liabilities. Take a look at our CGT guide to find out more and watch our short video to see how the new tool works.

IHT calculator
Use our IHT calculator to see if your client has a potential IHT liability.

Run your own ISA campaign

Step 1 - identify opportunities and contact our clients

Identify which clients you want to target - do you want to target your whole client base or focus on certain clients who are more likely to take action? Tailoring your message to clients based on their current or past ISA activity can lead to a better response.

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.

Step 2 - Get in touch with your clients

Once you've identified your clients you want to contact, get in touch. Use our sample templates to create tailored ISA communications to your key client segments. If you have your client contact details in a spreadsheet, it's easy to personalise emails and letters - if you've not done it before this mail merge guide can help.

ISA client segment Message Sample templates
Top up: your client has invested in an ISA in this tax year, but still has some unused allowance. You still have some of your ISA allowance to use in this tax year. Unused allowance to top up - client ISA letter template
Prospect: your client has invested before but not in an ISA. Did you know that you have an annual ISA allowance to increase your investments’ tax efficiency? Prospect - Client ISA letter template
Dormant: your client has invested in an ISA in the past, but not in this tax year. Don't forget that you can invest up to £20,000 in your tax efficient ISA in the current tax year. Dormant - client ISA letter template

Step 3 - submit your business

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.

Need any help, get in touch

If you have any questions or need help, speak to your usual Aegon contact or call us on 0345 604 4001 (call charges will vary). Our phone lines are open Monday to Friday, 9.00am to 4.00pm.

You can also chat to us online through our web chat service, open Monday to Friday, 8.30am to 5.30pm.

More resources to support you

We believe getting more people to access financial advice will improve their financial wellbeing. Here you'll find our latest research, guidance and support to help you to encourage your clients to plan for their futures and identify new advice opportunities.

Available to ISA investors, the Risk-Managed Portfolios offer a complete multi-asset solution for a fixed 0.25% ongoing charges figure. The 5 Diamond rated1 range comes with expert asset allocation, risk management and robust governance built in. Capital at risk.

1The Risk-Managed Portfolios have a 5 Diamond Rating (Risk Targeted Fund Family) from Defaqto.

Martin Haggart, our Technical Pensions Manager, looks at this being a good time for people to consider making pension contributions.

Martin Haggart's update from September 2020 on the standard lifetime allowance increase.

When choosing an ISA, this guide can help your clients understand the pros and cons between investing in a stocks and shares ISA and putting their savings in a cash ISA.

Couple getting advice from their Financial Adviser

Advice
Makes Sense

To help you navigate the latest industry changes, developments and issues, view our Advice Makes Sense hub. You’ll find our latest articles and research, as well as links to our other technical hubs to further develop your knowledge and support your conversations with clients.