Financial adviser confirmation

This area of our website is designed for financial advisers and other financial professionals only.

If you’re a customer or employer please select Homepage below and choose the relevant area of the website.  We’ll only ask you to do this once on each device you access our website on.

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Support for your workplace clients

Propositions designed to help employers deliver a workplace retirement savings scheme with minimal disruption to their day-to-day business.

Our propositions are designed to help employers deliver a workplace retirement savings scheme with minimal disruption to their day-to-day business. It also gives them a way to attract and retain the best people for their business with a scheme they can be confident in, letting their members take control of their long-term savings online.

Regulatory requirements, such as auto-enrolment, have put administrative, governance and reporting demands on employers. We make sure we support you and your clients with the tools and resources to make day-to-day management of retirement savings scheme simple. 

How can we help you to support your clients?

We know that employee financial wellbeing can be an important contributor to a company's success. Happier, more financially confident individuals can lead to a more resilient workforce.*

Help your clients promote financial wellbeing

Help your clients to promote financial wellbeing to their employees, using the support available on our employer financial wellbeing hub.

Employer financial wellbeing

Services and tools for your workplace clients

We’ll provide you and your client with the tools you need to make scheme management simple. From making payroll uploads easy to supporting scheme governance with comprehensive management information – we care about helping you and your client get the most out of our workplace scheme.

Find out more about our time-saving tools and services.

*Financial wellbeing in the workplace. Data source, A summary of the Aegon and Centre for Economics and Business Research report, March 2023.

Investment options

We’re committed to investing responsibly and supporting action on climate change. 

Find out more about our net zero commitment