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Most recent articles from Aegon

Aegon: Financial wellbeing


Our role is to help advisers encourage clients to plan for their futures – whatever that may bring. Here you'll find our latest research, guidance and support helping you to identify new advice opportunities.

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Aegon: Reassuringly reliable during recent volatile times - Celebrating 3-years of the Risk-Managed Portfolios & Q4 Market outlook


Anthony McDonald, Head of Portfolio Management, Dan Matthews, Senior Investment Manager and Simon Clark, Investment Specialist reflect on the past three years and discuss, despite the complex backdrop, how our approach to active asset allocation has driven outperformance in most of the Risk-Managed Portfolios. Anthony also gives a review of the market over Q3 and outlook for the remainder of the year.

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Aegon Risk-Managed Portfolios 3-year Report


It’s been an eventful three years since the launch of the Aegon Risk-Managed Portfolios, spanning a global pandemic, a land war in Europe, the highest rates of inflation in the UK and US for 40 years, and the steepest rises in interest rates for decades.

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Aegon: Consumer Duty


The new Consumer Duty came into force on 31 July 2023, heralding a whole new world of regulation across retail financial services. As the external environment continues to change, so will consumer needs and FCA expectations - we'll continue to keep you updated with our range of support material. Keep checking back, we'll be adding new resources on a regular basis.

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Aegon: Responsible investment and Stewardship report summary


We're delighted to announce that we've been accepted by the Financial Reporting Council (FRC) as a Signatory to the UK Stewardship Code. The Code is a set of voluntary principles that aims to improve the quality of stewardship practices by asset owners, managers and service providers. To become a Signatory, organisations must clearly demonstrate that they have exercised effective stewardship over the previous 12 months through good governance and active engagement which has helped to generate long-term positive impacts for the economy, the environment, and/or society.

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Aegon: Risk-Managed Portfolios


As our risk-managed portfolios are Open Ended Investment Companies (OEICs), you can use them for pension, ISA, and GIA clients.

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