What support do you offer advisers signing up for Aegon Retirement Choices (ARC)?

For financial advisers only

ARC is designed to be as user-friendly and intuitive as possible, but of course there will be times when you need extra support and guidance. Our support teams are available to make the transition to ARC as simple as possible for you:

Understand your needs

Our Business Development Managers and Platform Implementation Managers will be on hand to help you with any queries you might have. They’ll advise you on all aspects of the ARC proposition, and work with you to understand your business objectives and help ensure your goals will be met by ARC.

They’ll also work with you to understand any needs that you have for integrating the information on the platform with your back office system.

Simple implementation

Your dedicated Platform Implementation Manager will be on hand to guide you through the implementation of ARC into your business. They’ll help you to fully integrate ARC into your business to ensure you get maximum efficiencies from the platform, providing you with the training and support required to make the platform work as a key part of your business.

Post-implementation support

And post-implementation you'll get the following support:

  • A dedicated helpline - if you can’t find the answer to your question online, a dedicated telephone helpdesk will be available Monday to Friday 9am until 5pm.
  • Online support - when ARC is embedded into your business, you’ll find the answers to most questions using our range of material, including user guides.
  • Educational support - our website will keep you up to date on industry issues such as RDR and pensions reform.
  • Dedicated Paraplanner zone  - useful resources and support on our website dedicated to your Paraplanners

In addition, our specialist tax and technical teams will be available to you should you require any additional support on complex cases.

Your guide to ARC:

Adviser application form (PDF - 237kb)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window) - for access to ARC

Choosing the right platform for your business (DOC - 555kb)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window) - supports your annual FCA due diligence return

Terms of business (PDF - 255kb)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window) - the contract for how we’ll work together

ARC firm administration guide (PDF - 1.5mb)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window) - shows how to set up new users on ARC and manage existing users’ information

One Retirement firm administration guide (PDF - 1.4mb)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window) - shows how to set up new users on One Retirement and manage existing users’ information

One Retirement suitability guidance (DOC - 427kb)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window)(Opens new window) - sample content for suitability letters

See the full range of literature.

Financial advice

The above information is intended for financial advisers. If you're a customer and you're uncertain about your options, a financial adviser will be able to help. To find a financial adviser in your area please visit www.unbiased.co.uk(Opens new window)