Using a single sign on, advisers selecting Aegon can now access full pre-population of SIPP, drawdown transfer, ISA and GIA quotes and new business applications, as well as top-ups for all products all quote and application documents in iO.
A range of administration features will also be available, including pre-population of fees, daily bulk valuations, event history, inforce notification, and automated income.
Duncan Jarret, Aegon’s Managing Director of Retail Solutions, commented:
“Supporting the industry’s desire for a digital future, the integration with Intelliflo delivers many benefits for our adviser partners, cutting down time spent accessing functions and reducing the potential for keying errors.”
Mike Clifford, Intelliflo’s CCO, added:
“Working in partnership with major brands such as Aegon is the future and technological advances mean advisers will find transacting will become easier and faster across a range of products and services, saving them time and money.”
