Advice
Makes Sense

For intermediaries only

We're here to support you, your clients and business through these uncertain times. To help you maintain your business' health in this new environment here's a range of support material to help you with your client conversations, navigate industry changes and continue to grow your business.

Business support

• Technical and regulatory support material
• Client-facing support material
• Market insights
• Grow your business
• Fund manager insights

Technical and regulatory support material

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Webinar – pension death benefits tax planning

Watch our new webinar and earn 35 minutes of CPD time.

Pension death benefit tax planning

Make sure your clients don't leave it too late to review their pension arrangements.

Insight podcast – regulatory response to Coronavirus

Steven Cameron, Pensions Director, talks about how the financial regulators are responding and the potential impact the changes could have.

Job Retention Scheme case studies

Four case studies covering claims under the Job Retention Scheme and salary sacrifice.

Webinar - living and dying with the lifetime allowance

Watch our webinar to claim 30 minutes of CPD time.

Coronavirus FAQ's

Questions on market volatility, protection, and auto-enrolment.

Client-facing support material

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Questions to ask before dipping into pension savings

Five questions your clients should ask themselves before taking money from their pension pot.

Championing the value of your advice

In these uncertain times the need for financial advice has never been greater. Find out what we're doing to highlight the importance of advice and help investors take the first steps towards building their financial future.

Reassuring clients – sample email

Use our template to provide reassurance to your clients about market volatility and long-term outlook for their investments.

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Investor protection

How we protect your clients' Aegon Retirement Choices and One Retirement assets.

Investor protection

How we protect your clients' Aegon Platform assets

Market insights

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AssetTV Masterclass: The future of default funds in DC pensions

How have default funds fared in 2020 and what does the future hold for default fund design? Watch Tim Orton, Managing Director of Investment Solutions at Aegon, discuss these important questions.

A simple recipe: Can risk-targeted portfolios deliver value?

This digital supplement from Money Marketing explores the evolution of risk-targeted solutions and tracks how adviser attitudes towards them have changed amid market and regulatory pressures.

Why clever multi-asset funds ‘keep it simple stupid’

Tim Orton, Managing Director of Investment Solutions at Aegon, discusses how to measure value for money when assessing multi-asset strategies, and explores a few fundamentals that we can learn from the US navy.

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LifePath update – coronavirus and the continued effects on markets

Listen to investment experts from BlackRock and Aegon talk about the market rebound and how the LifePath default strategies are responding.

Market outlook webinar: 2021 – annus mirabilis?

With light now appearing at the end of the tunnel, what does 2021 have in store for investors? Register for our market outlook webinar to find out.

Market snapshot podcast: Watch out for falling cats

Are markets experiencing an extended ‘dead cat bounce’ or will they land safely on all fours? Listen to our latest podcast to find out.

Grow your business

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Financial wellbeing

We believe financial advice is key to improving financial wellbeing. And we're here to help you encourage your clients to plan for their future.

Building trust with prospective clients

Our research looks at how the shift to a digital client-adviser relationship poses new challenges to financial services.

Increasing client trust during video calls

Find out the results of our online experiment and what we recommend you could do to encourage new clients to use your services.

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Technical Zone

Find all our technical content in one place – including FAQs and articles on the latest technical issues.

Consolidation toolkit

See some of the main benefits and reasons why you may want to consolidate your clients' assets onto Aegon Retirement Choices.

Defined benefit hub

Have a look at our DB support material to help you with suitability assessments.

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Create a powerful business plan

Is your business plan not quite hitting the mark? Take it back to basics with our guide to help you identify new opportunities.

Marketing your business

Our guide is here to help you expand business potential with marketing tools. We look at digital and traditional approaches and how both could benefit your business.

Develop professional connections

Discover how forming new working relationships can help maximise your business profits, and help your service stand out to your clients.

Fund manager insights

Cutting through the greenwash

Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow, Governance and Sustainability Specialist at Baillie Gifford.

Investing in the low-carbon transition in the COVID era

Does investing in the low-carbon transition make sense in a world battling COVID-19? Deirdre Cooper, co-portfolio manager of Ninety One Global Environment, says the rationale for an environmental portfolio may be stronger than ever.

When considering ESG, don’t distance from social

Audrey Ryan, Investment Manager, ethical and sustainable equities at Aegon Asset Management discusses why the ‘S’ in ESG shouldn’t be neglected.

Advice is key to financial wellbeing

Help your client's achieve a lifetime of financial security.

Learn more

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