AEGON Scottish Equitable is launching a new initiative to help financial advisers explain the sometimes complex world of investment to their clients.

‘Simply investments’ is a new pack containing 13 client facing and 5 adviser facing sales aids, covering a comprehensive range of investment issues. The sales aids reflect issues that clients frequently want to know more about and reflect a broad range of investment topics – such as tax, risk, volatility, and the difference between property and equity investment.

It also includes a “Fundamentals of Investing” booklet which provides a basic outline of investment concepts such as different types of funds, difference between equities and bonds, and active and passive fund management. There is also a jargon-buster to help clients understand the terminology of investing.

David Aaron, Marketing Communications Manager for Investment Products at AEGON Scottish Equitable says:

“Advisers told us that this type of information would be useful, not just for first time investors but for people who are looking at developing their investment portfolio at different stages of their life.

The range of material is designed for advisers to help their clients understand the benefits of different types of investment options available. It includes information on the importance of reviewing existing portfolios, the benefits of investing in various types of asset classes, how to control when you pay tax and how much you pay and why some clients should consider investing offshore.”

Advisers can order the ‘Simply investments’ packs by contacting their local sales consultant or online at www.aegonse.co.uk/adviser/campaign/simply-investment.

Notes to editors

• AEGON UK has assets under administration of £53.2 billion and employs around 4,000 staff. AEGON UK is part of the AEGON Group, which is one of the world’s largest listed insurers and has assets under management of £245 billion.

The “Simply Investments” pack contains the following sales aids:

For the client

• Is your money working hard enough? (showing the effect of inflation on savings)
• Look beyond the headline rate (are clients really getting the interest rate they thought)
• Property versus investment bonds
• Take a long-term view of investing
• When is tax-free not tax free? (explains how tax can still be paid on ISAs and PEPs
• Why review your investments (why investors should review existing investments
• Crisis? What crisis? (even through market downturns, investments have still performed well over the long term)
• Offering you piece of mind (products available to combat market volatility)
• Why invest offshore (advantages of investing offshore)
• Stay in control of your tax (how clients can have greater control over how much tax they pay and when)
• What makes an investor tick (assessing how much risk an investor is willing to take
• Fundamentals of investing (understanding the basics)
• Investment terms explained (glossary of terms)

For advisers

• Capital or income (explaining the various guarantees offered by AEGON Scottish Equitable)
• Offshore offering (for those clients that offshore is suitable for)
• Our fund solutions (for cautious clients)
• Fund solutions that provide diversification (funds providing diversification)
• Drip-feed investing (benefits of phased investment)

For further information

Kevin Brown
AEGON
T. 0131 5492859 | M. 07740 897282
kevin.brown@aegon.co.uk