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

Tax year end is coming soon, and with it opportunities to generate business.

To help you make the most of these opportunities, our dedicated tax year end zone contains useful campaign tips, ready-made templates, guides and key information.

Sections

How to maximise your ISA season in 6 steps

Follow the steps below to run your ISA campaign and help your clients make the most of their tax-efficient ISA allowance.

Step 1 - Set your ISA campaign goals

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.

Step 2 - Identify opportunities and segment your clients

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. The Report Zone 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.

ISA client segment Message
Top-up: 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.
Prospect: has invested in investment funds before but not an ISA. Did you know that you have an annual ISA allowance to increase your investments’ tax efficiency?
Dormant: has invested in an ISA in the past, but not in this tax year. Remember there’s still time to invest into an ISA before 5 April.

Step 3 - Plan your delivery method and schedule

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 to make sure you submit the business in time.

We’re currently working to our usual timescales to process instructions. If you have any last-minute requests to place ISAs in this tax year, you should make sure your client’s money is with us by 5 April 2019. To support you as much as we can over the tax year end period, our Adviser Support Team will have extended opening hours. We'll also update this page soon with important cut off times. 

Step 4 - Get in touch with your clients

Use our sample text to create tailored ISA communications to the following client segments: 

Unused allowance or top up  - Client ISA letter template

Prospect  - Client ISA letter template

Dormant - Client ISA letter template

Download and personalise each letter to suit your business and the client you’re writing to. If you have your client contact in a Microsoft Excel spreadsheet, it’s easy to personalise letters or emails to clients – if you’ve not done it this mail merge guide could help.

A lot of processes on the Aegon Platform are now available online, so for some clients you may not have to send out and submit forms. 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 only. If you need to send forms, you can download them from our new and improved document library.

Step 5 - Submit your business

Once you’ve heard back from clients and discussed what they want to do next, log in to the Aegon Platform to process their instruction.

To see how easy it is to submit business on the platform, read our guides or watch our videos on our Adviser support page or read our guide to Making contributions on the Aegon Platform.

Step 6 - Start planning for next year

To help build an even more effective campaign next year, you could evaluate your campaign. 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.

Have you considered all the available tax-efficient opportunities and advice points at tax year end?

Make sure your clients make the most of the annual allowance for the current tax year and any available carry forward allowance, together with other financial planning opportunities. 

Our technical articles highlight the opportunities available to generate revenue in the run up to tax year end:

Tax year end planning opportunities

An update on the lifetime allowance

Webinar

Coming Soon

Hear from our technical experts Elaine Cruickshank and Martin Haggart, who will discuss the different financial planning opportunities at tax year end.

Adviser Support Team opening hours

We want to support you as much as we can over the tax year end period. So our Adviser Support Team will be extending their opening times - which you can find below. 

Date Opening hours
Monday 18 March 8.30am - 5.30pm
Tuesday 19 March 8.30am - 5.30pm
Wednesday 20 March 8.30am - 5.30pm
Thursday 21 March 8.30am - 5.30pm
Friday 22 March 8.30am - 5.30pm
Saturday 23 March CLOSED
Sunday 24 March CLOSED
Monday 25 March 8.30am - 5.30pm
Tuesday 26 March 8.30am - 5.30pm
Wednesday 27 March 8.30am - 5.30pm
Thursday 28 March 8.30am - 5.30pm
Friday 29 March 8.30am - 5.30pm
Saturday 30 March 9.00am - 1.00pm
Sunday 31 March CLOSED
Monday 1 April 8.30am - 5.30pm
Tuesday 2 April 8.30am - 5.30pm
Wednesday 3 April 8.30am - 5.30pm
Thursday 4 April 8.30am - 5.30pm
Friday 5 April 8.30am - Midnight
Saturday 6 April 9.00am - 1.00pm
Sunday 7 April CLOSED
Monday 8 April 8.30am - 5.30pm
Tuesday 9 April 8.30am - 5.30pm

If you have any questions or need help, you can call the team on 0345 604 4001. Or please speak to your usual Aegon contact.

Outside of the extended hours shown above, telephone lines are open Monday to Friday, 8.30am to 5.30pm. Calls may be recorded for training and quality purposes. Call charges may vary.