On 20 August 2008 we changed our annuity rates.
Which of my clients are affected?
All single-life cases with a total purchase price of £35,000 or more. There’s no change to any cases with a total purchase price of less than £35,000 or for joint-life cases.
Do I need a requote?
- You don’t need to requote your single-life cases as the rates you already have are guaranteed until 10 September 2008.
- If the rates have gone down and you already have an illustration or application with us then your clients still get the quoted rate, if we get all the documentation we need and the money by 10 September 2008.
- If the rates have increased then your client will automatically get the higher rate.
How do I check on my cases?
You can check the progress on any of your cases by logging in to our secure services. From here you can track the progress of your cases and see which are at illustration, application or final quote stage. You can also see which of your cases have recently completed and what commission you’re due. Find out more about online case tracking here.
If you’re not registered then please contact your local AEGON Scottish Equitable branch or representative for a log-in.
