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Insights

Your go to place for our latest content and topical market updates, designed to support you, your business and your clients.

In focus...

woman in a pinstriped shirt is shaking hands with a man during an informal business meeting on a patio
Article 4 min read

3 ways advisers can turn financial comparison into better client conversations

Clients often compare money with others. Learn how advisers can turn financial comparison into insight, confidence and better planning conversations.

Serious businessman using laptop sitting at cafe, focused guy in suit communicating online, writing emails, distantly working or studying on computer in public place. Young businessman working on restaurant after work or in coffee break
Article 4 min read

New material from HMRC on pensions and IHT key update for advisers

New HMRC guidance is adding detail to how pensions will be treated for inheritance tax (IHT) from April 2027. This article outlines the key updates, responsibilities for personal representatives, and practical considerations for advisers and their clients.

businesswoman checking diary while on a call
Article 7 min read

Thinking Ahead to the Value for Money Framework and what it means for advisers

This article is an overview of the UK pensions Value for Money Framework proposals, including a central comparator database and forward-looking metrics, and argues for a two-year trial.

Featured

young african male drinking coffee and looking at his phone on the way to work

Is your marketing strategy fit for a rapidly changing world?

Article 5 min read

From audience targeting to AI and online experience, explore seven ways to make sure your marketing strategy is fit for a rapidly changing world

More latest

Article 6 min read

How living longer could affect your clients' advice needs

Using our latest research, we explore how an evolving 'multi-stage' life could shape your clients' advice needs in the future, and the role you'll play in helping them achieve their Second 50 goals.

Article 4 min read

How advisers can help couples have better money conversations

Financial advice isn’t just about numbers, it's about real people and their emotions. Learn how a human-centric approach is the best way for advisers to understand their clients.

Article 5 min read

Thinking ahead to Consumer Composite Investments: what the FCA's new rules mean for advisers and platforms

An overview of the FCA’s new Consumer Composite Investment rules and what advisers and platforms need to know ahead of the transition.

Article 7 min read

12 practical steps to help your clients prepare for the 2027 inheritance tax changes

We've outlined 12 practical steps clients may want to consider as we move closer to the new rules coming into force about IHT changes.

Article 4 min read

What is funded contentment – and why is it important for advisers?

Learn how to guide clients towards funded contentment – a version of financial planning that separates being rich from being wealthy.

Article 4 min read

How will AI impact financial advice?

Learn how advisers can use AI to improve efficiency, deepen client insights and strengthen cybersecurity – while maintaining essential human connection.

Article 8 min read

What to expect in the world of pensions in 2026

Kate Smith, Head of Pensions at Aegon outlines key pension developments for 2026.

Article 6 min read

Thinking ahead to life after Targeted Support

New FCA rules on Targeted Support aim to help millions save and invest, with clear guidance, new permissions, and key changes for firms from April 2026.

Article 4 min read

How advisers can coach clients to outsmart emotional investing

Engineered market urgency tactics can create a sense of FOMO for your clients – here’s how you help them navigate that.

Latest

man working in customer service laughing while talking to client
Article 4 min read

How will AI impact financial advice?

Learn how advisers can use AI to improve efficiency, deepen client insights and strengthen cybersecurity – while maintaining essential human connection.

woman writting on digital tablet while sitting on comfortable chair
Article 7 min read

Financial wellbeing in the age of AI: is it friend or foe?

AI is here - but how does it have an impact on your client's financial wellbeing? This article explores the ever-evolving relationship between financial wellbeing and AI – and why it matters.

smiling woman with long hair working at home
Article 4 min read

Why people are turning to Reddit for financial advice

Reddit is growing as an unlikely source of investment advice - it's important to understand why, and how you can keep up.

Featured

young african male drinking coffee and looking at his phone on the way to work

Is your marketing strategy fit for a rapidly changing world?

Article 5 min read

From audience targeting to AI and online experience, explore seven ways to make sure your marketing strategy is fit for a rapidly changing world

More latest

Article 7 min read

Finfluencers: How to keep up with the changing face of financial advice

The way customers consume financial advice is changing, with younger generations turning to social media for guidance on money and investing.

Article 4 min read

What does Gen Z want from financial advice?

The first generation of 'digital natives' is a huge potential client base for financial advisers. This article will help you attract - and retain - their attention.

Latest

businesswoman checking diary while on a call
Article 7 min read

Thinking Ahead to the Value for Money Framework and what it means for advisers

This article is an overview of the UK pensions Value for Money Framework proposals, including a central comparator database and forward-looking metrics, and argues for a two-year trial.

close up of a couple sitting on a grey sofa and using a laptop while reviewing their bills
Article 5 min read

Thinking ahead to Consumer Composite Investments: what the FCA's new rules mean for advisers and platforms

An overview of the FCA’s new Consumer Composite Investment rules and what advisers and platforms need to know ahead of the transition.

portrait of confident woman in casual clothes looking away while standing near wall on sunny day on city street
Article 8 min read

What to expect in the world of pensions in 2026

Kate Smith, Head of Pensions at Aegon outlines key pension developments for 2026.

Featured

four colleagues at a desk in an office brainstorming together

7 steps for building an effective platform strategy

Article 8 min read

Choosing a platform model to suit your business is one of the most important strategic decisions you'll make, but it's also one of the hardest. In this article, we lay out seven steps that could help you to develop an effective platform strategy, enabling you to make the most of your platform.

More latest

Article 6 min read

Thinking ahead to life after Targeted Support

New FCA rules on Targeted Support aim to help millions save and invest, with clear guidance, new permissions, and key changes for firms from April 2026.

Article 5 min read

How to attract and develop new talent in your firm

Firms are always looking to make sure they have the best and brightest among their ranks, but attracting new talent can be tricky. This article looks at the value of working with younger advisers, before considering the ways you can bring them onboard and help them grow with your business.

Article 3 min read

What advisers should look out for later this year

If the first half of 2025 felt busy, the second half shows no signs of slowing down. In this article, Steven Cameron highlights the key government and regulatory developments that advisers need to stay on top of as the year progresses.

Article 5 min read

The advice landscape is shifting could organic growth be the answer

In this article, Stephen Crosbie, Managing Director of our Adviser Platform, uses data from the latest NextWealth and Aegon guide to explore the organic growth opportunities opening up to advice businesses as the wider industry and regulatory framework shifts.

Article 5 min read

6 steps to grow your business organically

This article explores the key steps you can take when trying to grow your business strategically and sustainably, based on new data from NextWealth's latest guide for financial advice firms, commissioned by Aegon.

Article 4 min read

Targeted Support what’s next and what it means for advisers

Steven Cameron breaks down the FCA’s latest consultation on targeted support and explores how the newest proposals could impact on advisers.

Latest

woman in a pinstriped shirt is shaking hands with a man during an informal business meeting on a patio
Article 4 min read

3 ways advisers can turn financial comparison into better client conversations
older couple lying in grass and enjoying skies
Article 6 min read

How living longer could affect your clients' advice needs
young couple looking through the window with a cat in their arms
Article 4 min read

How advisers can help couples have better money conversations

Featured

two women having a meeting and smiling while they look at a tablet

What is financial wellbeing and why is it important for advisers?

Article 3 min read

This piece explores how balancing today's spending with long-term planning can enhance client satisfaction. Discover the importance of financial wellbeing to you, and why to foster better financial health for your clients.

More latest

Article 4 min read

What is funded contentment – and why is it important for advisers?

Learn how to guide clients towards funded contentment – a version of financial planning that separates being rich from being wealthy.

Article 4 min read

How advisers can coach clients to outsmart emotional investing

Engineered market urgency tactics can create a sense of FOMO for your clients – here’s how you help them navigate that.

Article 5 min read

Why advisers should talk to clients about taking sabbaticals

This article explores the importance of advisers discussing sabbaticals with clients as a way to prepare for the psychological aspects of retirement.

Article 4 min read

Helping clients manage long-term financial planning stress

Discover effective strategies to support clients who feel overwhelmed by long-term financial planning, helping them manage stress and achieve their financial goals.

Article 3 min read

How to teach clients that spending matters just as much as saving

Teaching clients how to spend money is the missing link in financial planning.

Article 4 min read

How the hopes and fears meeting could help refresh client relationships

Even the strongest client relationships can start to feel a little stale over time. The 'hopes and fears' meeting could change that - here's how.

Latest

Serious businessman using laptop sitting at cafe, focused guy in suit communicating online, writing emails, distantly working or studying on computer in public place. Young businessman working on restaurant after work or in coffee break
Article 4 min read

New material from HMRC on pensions and IHT key update for advisers

New HMRC guidance is adding detail to how pensions will be treated for inheritance tax (IHT) from April 2027. This article outlines the key updates, responsibilities for personal representatives, and practical considerations for advisers and their clients.

Office manager talks to the new intern
Article 7 min read

12 practical steps to help your clients prepare for the 2027 inheritance tax changes

We've outlined 12 practical steps clients may want to consider as we move closer to the new rules coming into force about IHT changes.

a phappy rofessional woman is chatting with her male coworker whle a third woman looks on
Article 7 min read

Pension death benefits – don’t leave it too late

Pension death benefits – don’t leave it too late

Featured