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Navigating change

Keep up to date with the latest industry changes and access resources, guides, webinars and insights to help you navigate pensions and investment trends.

Find a range of resources to help you understand what changes to the pensions and investment landscape mean for you, your business and your clients. You'll find guides, webinars and articles containing up-to-date analysis and in-depth insights from our industry experts. 

Organic Growth for Financial Advice Firms

We commissioned market research from NextWealth to understand more about how financial advice firms can grow organically, purposefully, on their own terms.

The Second 50

At Aegon, we're exploring life after 50, or what we're calling the Second 50. Take a look at our resources to discover the changing nature of later life and its many advice opportunities.

Budget analysis

Take a look at our Budget summaries as we go beyond the headlines for an overview of the key announcements made in recent Budgets and the latest allowances and rates.

Platforms unpacked: Selecting a model to fit your firm

We’ve co-sponsored NextWealth’s report to cut through the noise, challenge assumptions, and share insights from practitioners to help you ask the right questions.

Choosing the right platform for your business

When choosing a platform or carrying out your regular platform reviews, it’s important to make sure it meets your business needs, and also the needs of your clients. Our Aegon Retirement Choices due diligence guide is designed around the 9 key areas the FCA has identified when researching platform suitability. 

View the ARC due diligence guide

Helping your clients maximise their pension income

Drip-feed drawdown can offer a flexible, tax-efficient way to take pension income. Our case study highlights how drip-feed drawdown could potentially work for your clients who have retired or are nearing retirement.

How can you improve your financial wellbeing

Our new research provides insight into the nation's financial wellbeing and highlights it's about more than just people’s financial position, it’s also about their mindset and paying attention to the things that matter most to them.

Consumer Duty

Keep up to date with the latest Consumer Duty news and access resources to help you understand the new rules, what they mean for you and your business and next steps.