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Selectapension launch new platform functionality ‘Quote and Apply’ tool in partnership with Aegon

24 November 2020
  • Pensions and investment planning software firm Selectapension has launched a new tool for advisers with Aegon the first provider to link to the service
  • The new processing integration tool enables platform users to create a product quotation and application without the need to re-key data entered on Selectapension
  • This new functionality, called Quote & Apply, forms the missing link between product research software and the end provider
Selectapension, the pensions and investment planning software firm, has launched a new tool which will allow users to create a product quotation and application without the need to re-key data already entered on the Selectapension site. Aegon is the first provider to link to the new seamless processing integration process on the Aegon Platform.

The new functionality, called Quote & Apply, forms the missing link between product research software and the end provider by allowing users to click straight through to the Aegon Platform SIPP Quote and Apply journey. Selectapension are able to streamline connectivity to providers by utilising Origo’s Integration Hub. With this functionality, users will be able to obtain live illustrations by clicking through to the provider directly from the results screen of Selectapension with the Aegon SIPP illustration and any subsequent online application form being pre-populated.

The new service will be free to use for subscribers of Selectapension and will feature across their product comparison tools. The new proposition will allow the end user to streamline the advice process in one single action.

Andy McCabe, MD at Selectapension: “The need for separate systems / platforms is a thing of the past and any time saving makes the financial review and advice process so much more cost effective.”

Ronnie Taylor, Chief Distribution Officer at Aegon: “We are pleased to be the first provider to work with Selectapension to launch the new Quote & Apply tool. By streamlining the process, this new functionality will ultimately save advisers valuable time and effort, enabling them to click straight through from Selectapension on to the Aegon Platform to complete their selected journey.”

 

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