My new scheme and accessing Retiready
Updated 18 April 2019
Your employer will have told you about the change to your pension scheme and that it’s moving to ARC which gives you access to Retiready, our digital retirement planning tool.
They should have written to you to tell you all about the changes. If you want to know more please speak to your employer.
Retiready is our digital retirement planning tool – it lets you view and manage your workplace retirement savings.
Similar to online banking, with Retiready you’ll be able to see your retirement savings on your mobile, tablet or laptop in a way that’s easy to understand, when it suits you. You’ll be able to log in to your account and see the value of your savings at a glance. Retiready has a range of tools that guide you through the process of working out your retirement goals, how comfortable you are with taking risks and more.
It can help you understand how ready for retirement you are by giving you a ‘score’, based on answering a few simple questions.Then if your score is low, it has a range of tools to help you see what changes you could make to get you on track for your retirement.
You can find out more about Retiready, and how it can help you with saving for retirement, on our website.
If you’ve not already done so, you’ll need to start by activating your Retiready account. You’ll have received an email from us, which has all the details you need to activate your account. It was sent from firstname.lastname@example.org – this may help you find it. If you can’t find the email you can contact us or chat to us online through Retiready.
If you’ve already activated your Retiready account you can log in at -retiready.co.uk/public/sign-in.html using your email and the password you set when you activated your account.
You can change what you're invested in with our transactional tool - ARC.
You can log into ARC using your ARC username and password (which are different from the ones you use to access Retiready).
For more information on how to use ARC, read Your guide to Aegon Retirement Choices
We need you to send us a letter, signed by you, confirming that you’ve appointed a personal adviser. You can either:
- Appoint an adviser, giving them authority to both request information about your plan and to allow them to instruct us to make changes to your plan; or
- Give authority to a financial adviser to obtain information about your plan only.
The letter should contain the following:
- your full name,
- your address,
- your date of birth,
- your National Insurance,
- the name of your employer,
- the name of the adviser company and specific named adviser you wish to appoint or give authority to receive information on your plan,
- agreement of any ongoing charges to be paid to your adviser, including the amount to be paid.
An example of the wording you could use:
- to appoint an adviser - Please appoint John Smith of ABC Advisers as the servicing adviser/agent for my XYZ scheme pension
- to provide information only to an adviser - Please provide information only to John Smith of ABC Advisers for my XYZ scheme pension
Send your signed letter to, Platform Client Services, Aegon, Edinburgh Park, Edinburgh, EH12 9SE. Or we can accept a scanned copy of the signed letter, which you can email to email@example.com
Yes, we carry out Anti Money Laundering checks for all Workplace ARC customers.