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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Growing your business

Helping you to maximise opportunities and support your client conversations.

Working in partnership

We can help you maximise the available opportunities - whether it's giving you guidance on marketing your business, insight and analysis of the latest hot topics, or practical steps to embed financial wellbeing into your business.

Business development

Find out more on how to create a powerful business plan, market your business and develop professional, lasting connections.

Financial wellbeing

We believe getting more people to access financial advice will improve their financial wellbeing. Explore the importance of financial wellbeing and how it can benefit your clients.

Supporting your clients

Find resources to support client conversations about market volatility, financial wellbeing and the benefits of financial advice.

Research and insights

Discover first-hand insight and analysis of key industry topics, including retirement advice and the Consumer Duty.

Paraplanner support

We're proud supporters of the 2023 Paraplanners Assembly, run by paraplanners for paraplanners to learn, fix and share views. The Paraplanners Assembly delivers a number of events throughout the year and you can book your place using the event page.

If you’re a paraplanner and have a question about our platform, you can get in touch with our Platform Consultancy team via email:

Please don't email any personal, financial or banking information as it's not a secure method of communication. If you have a dedicated secure email service with Aegon, for example, Unipass Mailock, please use this service.

Adviser insights

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

Visit insights