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Aegon Retirement Choice (ARC)
Willingness to recommend
3.29/5
About the provider
Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility to manage wealth accumulation, workplace savings and retirement income through one single online solution.
The range of products and investments can adapt with your clients’ changing financial needs, as they progress through their working life into retirement. And, by bringing all their savings together, your clients could benefit from lower charges and take control of their whole portfolio in one place.
With over 4,500 investment options (as at July 2019), including pension fund solutions built by Aegon, collectives, equities, investment trusts and exchange-traded funds, ARC can meet bespoke client needs.
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Ownership:
Aegon plc, a Dutch based insurance company
AUM:
£163.9bn on platform (ARC + AP) as at 30th September 2023
Partnerships:
GBST and Finocomp
NextWealth analysis
Aegon Retirement Choices (or ARC) is best known for supporting clients in decumulation. Financial adviser review scores are down year on year – in particular for support provided. Financial advisers continue to appreciate the charge cap on portfolios of over £250k. This can make the platform very economical for clients with larger portfolios. This year Aegon ARC scored last in the rankings with a score of 3.1 out of 5, but scores strongly on ‘Value for Money’. Cost of service is important but in the aftermath of consumer duty, overall value will be the measure. Hopefully we will see a repurpose time and effort to settle any twitchy adviser users.
In our surveys, financial advisers give similar ratings to ARC and the Aegon Platform. Financial advisers told us:
“Excellent cost base, Individual support from Aegon team is attentive and personal - really good. Actual platform is clunky though.”
“We like the ease of use and the £250k cap on charges for clients. We use it for clients that are far more hands on with their investments and fees/charges conscious."
Integrations
Based on 163 reviews
3.11/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
Assyst Software
Bluecoat
CURO (Time4Advice)
Durell Software
intelliflo office (intelliflo)
JCS
Plum Software (a Morningstar company)
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
moneyinfo
SSP (Swift)
Synaptics Capita (Client Care Desktop)
No integrations available for Research
Dynamic Planner
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Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
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Low cost
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
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No comment left by user
Anonymous
October 2023
