1. Bulk transfer process and marketing support1 3 2
Aegon transfer team mails out direct offer pack – inc. postage paid envelope, illustration, ‘Understanding our offer’ insert
Employee receives scheme announcement
Employer sends out ‘offer to transfer’ to new Aegon pension
Consolidation supporting collateral – screensaver, poster, deskdrop 4 5
6 weeks on - Aegon initiates 2nd transfer offer – employer & direct offer pack to those not transferred 6
6 weeks on – last chance to transfer - sweep up issued via employer
Consolidation – bring your pots together yourself - , guide and infographic