Dedicated support from Aegon for outsourced paraplanners
After meeting many outsourced paraplanners at Powwow events and listening to your feedback, the Aegon team thought there was a simple thing we could do to help freelance and outsourced paraplanners – set up a dedicated point of contact to deal with your specific platform related questions. The team who answer the questions understand outsourced and freelance paraplanning businesses and the additional challenges you face when working with platform providers.
Some examples of how we can help are providing due diligence information, supporting platform selection and access to platform across multiple adviser firms, as well as ‘How do I?’ questions.
In-house paraplanners continue to have full support from the Aegon Platform Implementation team, both from aligned account support and also the Platform link on the Paraplanner zone.
You can find a link to the outsourced paraplanner resource at the Aegon Paraplannerzone (www.aegon.co.uk/paraplannner) or email them directly on firstname.lastname@example.org
We look forward to working more closely with you.