Monthly email and client dashboard
We issue a monthly email alert to advisers with clients who have a guaranteed lifetime income plan*. This enables you to see any client income increases at a glance, and deliver good news to your clients - showing how our guarantee solutions deliver real results.
Our online client dashboard allows you to view all your clients with a guaranteed lifetime income plan* in one place.
*excluding 5 for Life plans.
Aegon Secure Lifetime Income Demonstrator
This demonstrator shows how long your money might last, how you can get a guaranteed income for the rest of your life and how we lock in investment growth to increase your income. It also shows the benefit of delaying when you take your income.
Aegon Secure Trustee Investment Simulator
Our Aegon Secure Trustee Investment Simulator shows how the guaranteed lifetime income option works by explaining how long savings may last, how we can pay a guaranteed income for life, and how we lock in increases.