During 2007 and 2008, AEGON UK conducted a three-phase programme of ground-breaking research with consumers. The aim was to develop a ‘truly customer-centric model’ for the retail distribution of long-term savings, investment and life assurance products.

Summary report and conclusions

• An executive summary of all three phases was prepared for us by Opinion Leader, which carried out the research for us.
• We’ve also drawn our own conclusions from the research. For our thoughts on Phase I and II click here and for those on Phase III click here.

Full reports

Opinion Leader produced full reports for all three phases of the research.

• Phase I report
• Phase II report
• Phase III report

Video

Opinion Leader also produced two 15-minute videos of the research. Use these links to take a look at the videos for Phase I and for Phase III.

‘Thinkpiece’

When Phase III was completed, our project manager for the research, Nick Hurman, wrote an article for the Chartered Insurance Institute (CII) as part of its ‘Thinkpiece’ series.

This research was carried out independently of AEGON. It doesn’t necessarily represent our views and we don’t take responsibility for the opinions expressed.