articles & commentary from Aegon

Aegon

Platform news for Financial Advisers and Paraplanners - Aegon: Platform consolidation predicted to continue

Mark Till, MD of Digital Solutions at Aegon and Ben Hammond from Altus debate some of the big picture issues affecting the platform sector in the latest FT Adviser podcast. more...

Protection News for Financial Advisers and Paraplanners - Aegon’s Business protection liability audit

Four easy steps to highlighting the financial impact the loss of a key person would have on your clients’ business. Aegon’s Business protection liability audit helps you get business protection on the agenda. more...

Investment News for Financial Advisers and Paraplanners - Aegon: 10 minute market snapshot podcast

Listen to Aegon’s investment team chat about Brexit and its potential impact, and hear a roundup of global asset class prospects more...

Protection News for Financial Advisers and Paraplanners - Aegon’s Sample business protection factfind

Use Aegon’s Sample business protection factfind to help identify gaps in your clients’ existing cover arrangements. more...

Partner Webcast for advisers and Paraplanners - Join Aegon’s market outlook webinar – earn 40 minutes of CPD time

Join Aegon’s Head of Portfolio Management, Richard Whitehall, on Wednesday 6 November 2019 at 4pm, as he gives a detailed view of the outlook for global asset classes. more...

Protection News for Financial Advisers and Paraplanners - Download Aegon’s Continuity and succession planning toolkit

Position business protection with your clients without having to discuss insurance-based solutions. Download Aegon’s Continuity and succession planning toolkit. more...

Protection News for Financial Advisers and Paraplanners - Aegon’s Business protection toolkit

Whether you’re new to the business protection market or not, Aegon’s Business protection toolkit has something for everyone. more...

Retirement News for Financial Advisers and Paraplanners - Use Aegon’s Relevant Life calculator

Use Aegon’s Relevant Life calculator to see the potential tax savings that can be made using a relevant life policy compared to a non-relevant life policy. more...

Tax News for Financial Advisers and Paraplanners - Aegon’s Tax-efficient protection planning for the small business

Read Aegon’s Tax-efficient protection planning for the small business to find out how packaging relevant life with an executive income protection policy can provide an attractive employee benefits package. more...

Protection news for Financial Advisers and Paraplanners - Aegon’s Key person replacement service

Aegon’s Key person replacement service – supporting businesses when an owner or a key person is unable to work due to illness, injury or death. more...

Protection news for Financial Advisers and Paraplanners - Introducing Policy Plus from Aegon

Providing customers with access to a range of confidential support and guidance services, at no additional cost, from the day their policy starts. more...

Platform news for Financial Advisers and Paraplanners - Aegon: What every DFM wants from a platform

As DFMs become a more prevalent and important part of platform offerings, providers and advisers need to make sure they ask their chosen DFMs what they want from a platform. more...

Investment news for Financial Advisers and Paraplanners - Aegon: Advisers pay greater heed to cost in fund assessments

Our new research shows that advisers appear to be much more conscious of fund costs in the wake of the FCAs Asset Management Market study – past performance and cost are now seen as the biggest indicators of fund quality. more...

Protection news for Financial Advisers and Paraplanners - Explore Aegon’s new flexible business protection application options

Explore Aegon’s new flexible business protection application options including a new streamlined online application process, product upgrades, underwriting improvements and more. more...

Protection news for Financial Advisers and Paraplanners - Aegon: The future of protection is now

Industry sectors from healthcare to finance have caught the technology bug. And we’re no exception - we recently upgraded our online protection service and underwriting technology, but we never forget the human touch, especially at the difficult times when your clients need us most. more...

Investment news for Financial Advisers and Paraplanners - Aegon: A third of advisers say advice increases risk appetites

Recent survey data, commissioned by Aegon, suggests that many people have a poor understanding of the trade-off between investment risk and growth potential. more...

Protection News for Financial Advisers and Paraplanners - Aegon: The future of protection is now

Industry sectors from healthcare to finance have caught the technology bug. And we’re no exception - we recently upgraded our online protection service and underwriting technology, but we never forget the human touch, especially at the difficult times when your clients need us most. more...

Pension news for Financial Advisers and Paraplanners - Aegon: How can you protect your clients from pension scams?

The FCA and the Pensions Regulator have published research suggesting five million people are at risk from pension scammers – find out how you can protect your clients from pension scams more...

Retirement news for Financial Advisers & Paraplanners - Aegon: Inheritable ISA now available on Aegon Retirement Choices (ARC)

If your client owns ISAs when they die, their surviving spouse or civil partner can now use their inherited additional permitted subscription on ARC more...

Investment news for Financial Advisers and Paraplanners - Aegon: Multi-asset, models or DFMs?

In house or external governance? Multi-asset models or DFMs? How are retiring clients investing? Understand the platform investment trends report to find out. more...

Pension news for Financial Advisers and Paraplanners - Aegon: The latest FCA clampdown on unsuitable transfer advice

Aegon considers what the FCA’s latest pensions transfer advice consultation paper could mean for firms offering advice to DB scheme members. more...

Pension news for Financial Advisers and Paraplanners - Aegon sponsors Pensions Awareness Campaign 2019

Aegon are joining Pension Geeks this week to kick off the Pension Awareness Campaign Tour this week - the annual campaign aims to help the nation get to grips with their retirement savings. more...

Investment News for Financial Advisers and Paraplanners - Aegon: The cost of overcomplicating default fund design

The temptation for curious-minded people is to be seduced by intellectual problems and, in the investment world, to create sophisticated solutions which satisfy our curiosity and go well beyond what investors actually need. more...

Protection news for Financial Advisers & Paraplanners - Aegon’s new flexible business protection application options

Explore Aegon’s new flexible business protection application options including a new streamlined online application process, product upgrades, underwriting improvements and more. more...

Partner Webcast for advisers and Paraplanners - Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time

Join Aegon's webinar on Tuesday 23 July to hear Martin Haggart, Aegon's Technical Pensions Manager, and Elaine Cruickshank, Aegon's Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance more...

Protection news for Financial Advisers & Paraplanners - Aegon: Continuity and succession planning toolkit

Position business protection with your clients without having to discuss insurance-based solutions. more...

Pension news for Financial Advisers and Paraplanners - Aegon: DB transfer advice – FCA’s next steps

On 19 June, the FCA published some new data on the defined benefit transfers market. This was accompanied by a strongly worded media comment with the FCA saying it was ‘deeply concerning and disappointing’ to see the high proportion of recommendations to transfer, bearing in mind it has repeatedly said advisers should start from the position that a transfer is not suitable. Here we summarise the FCA findings and key points for advisers. more...

Pension news for Financial Advisers and Paraplanners - Aegon: Trends in investment strategies and portfolio building uncovered

We’re seeing significant changes in how people invest: auto-enrolment has created millions of new savers; there’s an increasing reliance on defined contribution pensions; and pension freedoms legislation means many more remain invested during retirement. more...

Pensions News for Financial Advisers and Paraplanners - Defined benefit hub

Take a look at our new dedicated DB hub to see how our DB support material can help you. We’ve developed and adapted our support material to highlight the important areas to consider before deciding if a transfer may be suitable for your clients. more...

Pension news for Financial Advisers & Paraplanners - Aegon: Nervous investors need advice four years into pension freedoms

Our research finds 74% of retirees' assets are being invested in drawdown, but many worry about running out of money and are unsure how to navigate their retirement options. more...

Pensions News for Financial Advisers and Paraplanners - Aegon: Increase in the lifetime allowance - advice issues and opportunities

On 6 April 2019 the SLA increased from £1.03 million to £1.055 million. While this increase is small, it provides a large number of advice issues to discuss with impacted clients. more...

Regulatory comment for Financial Advisers and Paraplanners - Aegon: FCA's Call for Input on RDR and FAMR - an opportunity to close the advice gap?

We're feeling positive about the benefits the FCA's recent Call for Input could bring to the industry. Your valuable feedback can help shape future regulatory change and enable an even stronger market for advice and guidance that works for you and your clients. more...

Pensions News for Financial Advisers and Paraplanners - Aegon’s IGC publish its 2019 annual report – delivering for Aegon’s workplace pension customers

Our Independent Governance Committee (IGC) have just published their fourth annual report. As the needs of customers evolve our IGC continues to set challenges to make sure we maintain a complete picture of performance in all the key areas of value for money. The report summarises what the IGC have investigated and found, their recommendations, how we responded and, importantly, what this means for customers. more...

Protection news for Financial Advisers and Paraplanners - Aegon updates business protection process for advisers

Aegon have rolled out the same online service process it launched for personal protection and whole of life last year for business protection and for its relevant life product, which has been updated. more...

Retirement news for Financial Advisers and Paraplanners - Aegon: Improved lifestyle fund letters and new web hub

If you have clients invested in our lifestyle funds through Aegon Retirement Choices or One Retirement we've been making changes to the letters we send them as they approach retirement. more...

Pension news for Financial Advisers & Paraplanners - Aegon: FCA increase FOS compensation limit to £350,000

Steven Cameron, Pensions Director at Aegon, shares his thoughts on the implications for advice on defined benefit (DB) transfers. more...

Platform News for Financal Advisers and Paraplanners - Aegon: Key adviser takeaways from FCA’s platform market study

While the final report gave the platform market a clean bill of health, we take an in-depth look at the key points for advisers. more...

Investment News for Financial Advisers & Paraplanners - Aegon: Renewed faith in equities but UK splits opinion...

Research by Aegon, carried out among 250 financial advisers, highlights renewed market optimism following the volatility at the end of 2018. It comes as investors navigate a complex range of factors including trade tension, declining growth concerns and notably, Brexit. However, it appears that advisers aren’t letting near-term uncertainty deflect them from taking a more positive long-term view. more...

Protection news from Financial Advisers & Paraplanners - Aegon: New – second medical opinion service

We’ve partnered with RedArc to introduce a second medical opinion service – additional support for your protection clients. more...

Investment news for Financial Advisers & Paraplanners - Aegon: Key market events in 2018

Take a look at our Core Risk Profile Portfolios - quarterly investment report for an overview of the markets in 2018 and quarter four 2018, including the key events that shaped investment returns. You can also find out more about the seven funds in the range and how they performed. more...

Investment news for Financial Advisers & Paraplanners - Aegon: Top five investment opportunities and pitfalls in 2019

Are your clients concerned about potential stockmarket upheaval this year? Nick Dixon, Aegon’s Investment Director, gives his top five investment predictions for 2019. more...

Tax & Trust webinar for Financial Advisers & Paraplanners - Aegon: Demystifying trust and IHT planning webinar – earn 40 minutes CPD time

Watch our webinar to hear Elaine Cruickshank, our Tax and Trusts Manager, unravel the complexities of trust and IHT planning and spot new business opportunities. During the webinar Elaine covers: more...

Pension news for Financial Advisers and Paraplanners - Aegon: Using salary sacrifice to put a priority on pensions

Back in 2017, the government reduced the number of employee benefits that would have previously attracted tax savings when arranged through salary sacrifice schemes. more...

Business Management for Financial Advisers and Paraplanners - Aegon: Why business continuity and succession planning matters

Business continuity and succession planning may not be high on the priority list of many businesses. But how would a business cope financially if it lost a key employee? What might the implications be if one of the business owners died or suffered a critical illness? more...

Tax news for Financial Advisers & Paraplanners - Aegon: We can help with tax year end planning

5 April is fast approaching, visit our tax year end zone to find all the resources you need to maximise the opportunities. You can also watch our webinar where our technical experts Elaine Cruickshank and Martin Haggart talk about the different financial planning opportunities at tax year end. If you view the webinar you can qualify for 45 minutes of unstructured CPD time, subject to verification. more...

Brexit advice for Financial Advisers and paraplanners - Aegon: Brexit – what could it mean for you?

With Brexit on the horizon, we understand that you and your clients may have questions about the various scenarios that may occur. To help, we’ve created a hub with questions and answers as well as useful links to third-party information. We’ll be updating it on a regular basis, so remember to bookmark the page. more...

Tax news for Financial Advisers & Paraplanners - Aegon: Tax Year End = Opportunity

For everything you need to make the most of the opportunities on the Aegon Retirement Choices (ARC) platform, just visit Aegon's tax year end zone. It has all the resources you need, including: more...

Pensions News for Financial Advisers and Paraplanners - Aegon: Using salary sacrifice to put a priority on pensions

Back in 2017, the government reduced the number of employee benefits that would have previously attracted tax savings when arranged through salary sacrifice schemes. more...

Pensions News for Financial Advisers and Paraplanners - Aegon: An update on the lifetime allowance

The standard lifetime allowance (SLA) sets a limit on the amount of pension benefits that can be paid to an individual, by way of lump sums or retirement income, without triggering an additional tax charge. more...

Retirement news for Financial Advisers & Paraplanners - Aegon: Consolidating your clients' assets into one place

Using our Aegon Retirement choices (ARC) platform could be the right move for you and your clients. more...

Pension News for Financial advisers and paraplanners - Aegon: The standard lifetime allowance

The standard lifetime allowance (SLA) sets a limit on the amount of pension benefits that can be paid to an individual, by way of lump sums or retirement income, without triggering an additional tax charge. more...

webinar for Financial Advisers and Paraplanners - Aegon: Register for our Demystifying trust and IHT planning webinar – earn 40 minutes of CPD time

Join our webinar on Tuesday 12 February 2019 to hear Elaine Cruickshank, Tax and Trusts Manager more...

Protection News for Financial Advisers and Paraplanners - Aegon UK pays a record 97% of critical illness claims as protection pay outs climb overall

Aegon UK has today published claims data which shows a total of £116m was paid out in protection claims helping nearly 1,500 customers, families and businesses in 2015. more...

Protection news for Financial Advisers and Paraplanners - Aegon: More than a quarter of life claims are paid early under terminal illness definition

The latest figures from Aegon UK reveal that 98% of all life claims were paid out in 2015 to 646 families, with an average pay out of £83,000. In total £26 million was paid out early for terminal illness claims. more...

Pension news for Financial Advisers and Paraplanners - Aegon broadens choice of default funds for workplace pension schemes

Aegon has unveiled its new Workplace Target funds - a range of default fund options for workplace pension schemes – available from February 2016. The new range responds to pension freedoms and changing investor behaviour, providing options for how investment risk is managed in the run-up to retirement. more...

Retirement news for Financial advisers and paraplanners - Aegon: Retirement incomes can and must be designed to bend with our changing needs in later life

It’s nearly eight months since the new pensions freedoms came into force and still I think there’s more that we could be doing as an industry to make sure clients get the best out of what they offer. more...

Protection News for Financial Advisers and Paraplanners - Aegon: Statement for building Britain

George Osborne's first Conservative Autumn Statement revealed the Government's spending plans for the next 5 years. For our industry, there's a few key areas worth highlighting prepared by our technical and regulatory experts: more...

Pension news for Financial Advisers and Paraplanners - Aegon: Third of consumers likely to be left wanting from Osborne’s Autumn Statement

A third (29%) of people would like Government to simplify the way tax incentives are applied to pensions • But Treasury delaying its decision till next year, to fully consider consultation responses • Nearly one fifth (17%) want clarity on how much state pension they will receive • One in eight (13%) want to see an increase in ISA limits. more...

Pension news for Financial Advisers and Paraplanners - Aegon: Don’t mind the gap - let’s mend the gap

We recently wrote about the Financial Advice Market Review and the work being done to try and close the financial advice gap in the UK.We’ve completed our own research that shows just how important this work is and it highlights the number of people that need help when planning their pension. more...

Pensions News for Financial Advisers and Paraplanners - Aegon: Six months on from pension freedoms – Nick Dixon interview

Aegon Investment Director, Nick Dixon, looks at how retirement income decisions are changing in response to the new pension freedoms. In this interview for Share Radio, he assesses the options available to today’s retirees and emerging retirement income trends. more...

Protection news for Financial Advisers and Paraplanners - Aegon: We moustache more questions about our health

The first few days were the worst. My fledgling facial hair was more like a botched shaving job than a moustache and then there were the looks, laughs and endless questions. more...

Pensions News for Financial Advisers and Paraplanners - Aegon: UK lacks pensions and investment confidence but is reluctant to pay for advice

New research from Aegon UK has found that just 14% of people are confident they can plan their retirement goals and invest to achieve the retirement they want. more...

Retirement News for Financial Advisers and Paraplanners - Aegon: Stop drawdown income running out with Secure Retirement Income

Drawdown has some great benefits, until there’s a market downturn. The impact on the value of a client’s savings and the amount of income they can take can be painful. Investors may try to ride it out. But you could have some difficult conversations ahead. more...

Regulation news for financial advisers and paraplanners - Aegon: Financial Advice Market Review kick-starts the conversation on the future of financial advice and guidance

HM Treasury and the Financial Conduct Authority (FCA) are putting their heads together to examine the way customers can most effectively access financial advice and guidance. more...

Retirement and Investment news for financial advisers and paraplan - Aegon: Secure Retirement Income

Income security is important to a lot of savers. But so is having the flexibility to change an income strategy if circumstances change. Secure Retirement Income (SRI) gives savers both. more...

Join the next FT on Air live webcast sponsored by Aegon

How can advisers provide their clients with guaranteed income in retirement post-April 2015 more...

Retirement News for Financial Advisers and Paraplanners - Manage drawdown risk

Drawdown has some great benefits, until there’s a market downturn. The impact on the value of a client’s savings and the amount of income they can take can be painful. Investors may try to ride it out. But you could have some difficult conversations ahead. more...

Retirement News for Financial Advisers and Paraplanners - Aegon: A straightforward way to manage client income risk

Secure Retirement Income (SRI), Aegon’s secure drawdown solution, may help your clients achieve what they want - income certainty and flexibility. And because it’s on our integrated retail and workplace platform, blending SRI with other investment options is a straightforward fund switch. more...

Retirement news for advisers and paraplanners - Aegon: A straightforward way to manage client income risk

Secure Retirement Income (SRI), Aegon’s secure drawdown solution, may help your clients achieve what they want - income certainty and flexibility. And because it’s on Aegon’s integrated retail and workplace platform, blending SRI with other investment options is a straightforward fund switch. more...

Retirement News for Financial Advisers and Paraplanners - Aegon launches guaranteed drawdown to meet twin demands of flexibility and income certainty

Secure Retirement Income from Aegon has been designed to meet growing demand for flexibility and income certainty, providing an alternative to an annuity or flexi access drawdown, both of which have limitations. more...

Retirement News for Financial Advisers and Paraplanners - Aegon: Balancing the ambition of youth with the realities of later life

The UK’s graduation season has just come to a close and more than 750,000 postgraduates have entered the labour market for the first time. After completing their exams some will be tramping through unspoilt wildernesses to blow off steam while others will be sunning themselves on the world’s beaches as they forget the stress of studying. A few will have already dived headlong into their careers. more...

Better Business support for Financial Advisers and Paraplanners - Aegon: Welcome to the financial adviser training programme

Aegon provides Financial Adviser training in a variety of different channels. At local roadshows, tradeshows, conferences, online webinars and videos. We know your time is precious, so we’ve pulled together an overview for 2015. So you can choose when and where you keep up to date with us. more...

Retirement News for Financial Advisers and Paraplanners - Jimmy Choo among investment options taking Aegon Retirement Choices through 4,000 milestone

The Aegon Retirement Choices platform is making great – and well-appointed – strides in its bid to offer choice to advisers and their clients. more...

pension news for financial advisers and paraplanners - Aegon analysis of the Summer Budget 2015

Aegon analysis of the Summer Budget 2015. During the webinar Elaine Cruickshank, Tax and Trust Manager, and Martin Haggart, Pensions Technical Manager, covered more...

Protection News for Financial Advisers and paraplanners - Aegon: Staying protected after divorce

According to the latest figures by the Office of National Statistics, mid-life divorce is on the rise, which can have far reaching consequences on a family’s finances. more...

Pension news for Financial Advisers and Paraplanners - Aegon: Prioritising pensions will help women close the gap on their male colleagues

Last week Nobel laureate Sir Tim Hunt lit a fire under the gender equality debate and the flames of discussion are still burning across the national media’s front pages. more...

Retirement News for Financial Advisers and Paraplanners - Aegon launches the Retireometer

Aegon has launched the Retireometer – a simple and fun digital tool that lets you know if you’re on track for a comfortable retirement in just a few seconds. As well as an international version, it's also available in 10 languages. more...

Pensions reform update for Financial Advisers and Paraplanners - Aegon: Pension freedoms and tax planning – what your clients need to know

Your clients now have more ways to use their pension funds. At Aegon, we appreciate that explaining this can be complex. more...

Retirement News for Financial Advisers and Paraplanners - Aegon: Securing the right income in retirement will take real thought

Earlier this year the then pensions minister Steve Webb famously said that it would be up to each individual to decide if they wanted to use the new pension freedoms to cash in their pension savings and buy a Lamborghini. more...

Protection News for Financial Advisers and Paraplanners - Aegon upgrades its range of protection cover

Aegon UK has today announced changes to its multi-benefit proposition for both personal protection and business protection. The changes include improved definitions, an increase in the level of cover and extending age limits to make sure the protection products remain flexible, competitive and can meet the changing needs of customers. more...

Auto enrolment news for Financial Advisers - Aegon UK is yet to see auto-enrolment impact member saving behaviours

Aegon UK reports an increase of more than 50% in the number of people who stop paying into their workplace schemes after the opt-out window since the start of auto-enrolment. more...

Protection Advice for Financial Advisers and Paraplanners - Steven Cameron, Regulatory Strategy Director at Aegon comments:

“There are two main ways of planning ahead to cover the possible costs of social care in later life" more...

Protection news for financial advisers - Aegon Protection Director reflects on the successes of 2014 and looks forward to 2015

2014 was a challenging and successful year for Aegon’s protection business and Aegon’s Protection Director predicts that there is more to come in 2015. more...

Investment News for financial Advisers - Aegon invests 4,500 hours in salesforce training ahead of April’s pension flexibilities

Aegon has invested in training ahead of April’s pension reforms to ensure that its salesforce is fully prepared to support advisers and their clients through the changes. more...

retirement news for advisers and paraplanners - Aegon raises concerns about how annuity re-selling would be carried out and is particularly concerned about vulnerable annuitants.

Following the proposal from Pensions Minister Steve Webb, Aegon has outlined concerns about how some vulnerable annuitants may be targeted to encourage them to cash in their annuities. more...

retirement news for advisers and paraplanners - Aegon’s response to the proposed annuity re-selling proposals from Steve Webb

The industry is already under significant pressure to deliver the various legislative changes this year. more...

Retirement News for financial Advisers - Aegon: Global report examining how prepared women are for retirement

Women around the world share the same hopes for retirement as men. However, a sense of anxiety arises among women when asked about their expectations for retirement. more...

Protection News for Financial Advisers - Aegon UK’s critical illness claims highlight heightened awareness on men’s health issues

In support of the Movember men’s health campaign this month, Aegon UK shares previously unpublished figures on male cancer claims in 2014. more...

Auto-Enrolment News for advisers - Aegon: Auto-enrolment - 2 years on and the challenges ahead

In 2012 the UK embarked on one of the greatest pension experiments – automatic enrolment. We may only be two years on, but the experiment seems to be making a difference, with 4.5million employees having already been auto-enrolled into their employer pension scheme, with a much lower opt-out rate than generally expected. more...

Aegon update for financial advisers - Aegon shares plans in the event of Scotland voting for Independence

On the 18 September 2014 the people of Scotland vote on Independence. more...

Freedom and Choice in pensions an update

On the 21st July 2014 George Osborne presented to Parliament the Treasury’s response to the “Freedom and Choice in pensions” consultation. more...

Platforms and the retirement market

For advisers, the retirement proposition of the future will have a greater focus on farming the needs of existing clients who have been identified by effective segmentation and life-stage marketing. more...

Trust planning and action planning webinar

Are you making the most out of trust planning and working with your professional connections? Do you also have an action plan for your business? more...

Protection news for Financial Advisers - Aegon strengthens protection team

Aegon has strengthened its protection sales team with the appointment of a new Distribution Development Director and a Head of Protection Sales. more...

Protection news for financial advisers - AEGON: 7 in 10 mothers rank family financial security among their top priorities but few are taking out protection cover or talking about the impact of their death

Seven in 10 mothers rank family financial security among their top priorities, yet nearly half (49%) have never discussed the impact of their death. more...

See how tax planning with pensions can help you increase your share of wallet with clients

It's a well-known fact that it costs around five times as much to acquire new customers as it does to sell to existing ones. So why do many advisory businesses spend so much time and energy seeking new clients when their greatest opportunity is to maximise their existing client relationships? more...

Seismic changes in the budget and why every business needs a vision

The budget announced seismic changes for pensions providing opportunities for all. Do you have a plan of action to ensure your business adapts. The latest webinar from Aegon looks at the key pensions opportunities for clients and why a business must have a plan in place to ensure they maximise these profitably. more...

Retirement update for Financial Advisers and paraplanners - Aegon: It’s evolution not revolution that’s required

Many commentators say that we are undergoing a revolutionary change, I prefer to say we are in a period of evolution, which is impacting on all areas of our profession and the world in which it operates. more...

Pension news for Financial advisers - Aegon outlines pricing plans to provide businesses with DWP compliant solutions

Aegon has announced its pricing plans to support employers in achieving compliance with the new charge restrictions introduced by the Department for Work and Pensions (DWP). more...

Retirement news for financial advisers - Aegon calls for closer co-ordination of FCA Retirement Income Market Study, Budget Changes and the Guidance Guarantee

Aegon welcomes the FCA’s decision to revise the approach to its Retirement Income Market Study in light of the budget announcements which will mean the retirement income market post April 15 will be dramatically different to that which exists today. more...

Better Business for financial advisers and paraplanners - Aegon: How do you measure your Kaizen?

Kaizen is the Japanese concept of continous improvement, what are we all doing to control and measure our own Kaizen? more...

Retirement news for advisers - 2014 Aegon Retirement Readiness Survey Published

Aegon released the findings of the 2014 Aegon Retirement Readiness Survey, one of the largest surveys of its kind, with 16,000 respondents spanning 15 countries in the Americas, Europe and Asia. more...

Protection news for advisers - Aegon UK research identifies the barriers to buying protection

Survey after survey continues to focus attention on the growing protection gap. We all know it exists, but why is it growing and what are the solutions? more...

Better Business for advisers - Aegon: It’s time our profession moved on

A look at the FCA RDR review and the five fundamentals for every business that can make sure they have a service proposition that clients value and desire more...

Better Business for financial advisers and paraplanners - Aegon: I can see clearly now

We operate in a world of constant change. This brings many things, but paramount is stress. This is usually caused because businesses are time poor. And most are time poor because they don't have a clearly defined vision of what they want to achieve. more...

Social Media for Financial Advisers and paraplanners - Aegon: Even a broken clock is right twice a day

This looks at why social media will revolutionise our profession and those who don’t agree should remember the great southsayers of the past who got it wrong more...

Better Business for financial advisers - Aegon - Seismic Changes Webinar

The budget announced seismic changes for pensions providing opportunities for all. more...

Retirement update for financial advisers and paraplanners - Aegon announces new fund manager partnerships

Aegon is delighted to announce that advisers and their clients will be able to access its new One Retirement pension offering more...

Protection News for Advisers - Aegon: Changes to rates – pipeline procedures from 22 April 2014

Pricing changes are a common feature of the protection market and we expect to change prices on a regular basis to refine our market position. more...

retirement news for financial advisers - Aegon: How can you capture market gains for your customers?

With stock markets continuing to show signs of volatility, people continue to be worried about the impact on their investments and income. We ask how you can give your customers some comfort that there are investment solutions available that can help them regularly lock in any potential gains, while protecting against market falls. more...

Protection News for Advisers - Aegon: Bowel Cancer Awareness month

Aegon supports Bowel Cancer Awareness month with the release of claims information and a new factsheet to help advisers and customers understand and recognise bowel cancer symptoms more...

Budget news for advisers - Aegon leads the way on Budget reforms

The 2014 Budget has broken down barriers to saving and has created new retirement flexibility. Aegon wants to amplify this and help get the UK ready for retirement. more...

tax and trust update for financial advisers - Aegon: The importance of trusts

Trusts are becoming an increasingly important part of the tax and financial planning process. In many cases, using a trust can help make sure the right people receive the policy benefits as quickly and tax efficiently as possible. more...

Pension update for financial advisers - Aegon: Are you prepared for the new world of pension’s advice?

Harold Macmillan who served both as Chancellor and Prime Minster once described budget day as ‘Rather like a school speech day – a bit of a bore, but there it is’ more...