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Announcing enhancements to Pension Tracker and Employer Servicing Zone

Launched earlier this year, Pension Tracker and Employer Servicing Zone are our two new services designed to put clients more in control of their pensions and retirement planning, and to allow employers and scheme administrators to save time and money in managing their scheme which in turn frees up your time to focus on giving the type of advice that adds the most value to your business.

We’re now pleased to tell you about a range of enhancements we’ve made to Pension Tracker and Employer Servicing Zone in response to feedback from you and your clients.

• Pension Tracker is now available to over 1 million existing Aviva Individual and Group Pension customers:  To date, since its launch, Pension Tracker has only been available to new clients signing up to one of our GPP, Group Stakeholder or IPP products. We’ve now made Pension Tracker available to over 1 million existing clients. You can find out which clients are eligible by clicking here.

Alternatively, existing clients can find out if they have access to Pension Tracker by entering their name and policy number and clicking to register via ‘My Account’ which can be accessed through the ‘existing customer’ area on our main Aviva customer website - www.aviva.co.uk/controlyourpension.

• We’ve streamlined the client registration process for Pension Tracker:  Now it’s even quicker and easier for your clients to register for Pension Tracker. With our new, improved registration process, your clients can be registered and using Pension Tracker within minutes. All they need to do is register for ‘My Account’ at www.aviva.co.uk/controlyourpension by completing four simple steps:

1. My Personal Details – here they enter their name and the policy number of their Aviva Pension. At this stage, they will be able to check whether they are eligible to use the Pension Tracker service. And if they are, simply complete some additional personal details.
2. My Policy Details – next they need a few details about their policy to match our customer register. They will need to refer to their policy documents or yearly pension statement for this bit.
3. My Online Account – now all they need to do is choose their login details.
4. Confirmation – registration is now complete and your clients can start managing their pension straight away.
Clients who are already registered and using Pension Tracker can continue to use their existing login details as normal.

• New online fund switching functionality: As well as being able to view investment funds and asset mix, we’ve added online fund switching functionality to Pension Tracker which we hope will further reduce time, paperwork and hassle for both you and your client.

• Scheme payments have been seamlessly integrated into Pension Tracker: This is now a straight-through online process, where as soon as any changes are made by an employee to their contribution limits in Pension Tracker, the scheme administrator or employer is automatically notified via the Employer Servicing Zone.

If you would like to find out more about Pension Tracker or the Employer Servicing Zone, please visit our adviser microsite – www.controlyourpension.com/adviser.

 WA04066 09/2009