Advice
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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
• Latest research
• Market insights
• Grow your business
• Fund manager insights

Technical and regulatory support material

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Tax planning opportunities from the 2021 Budget

Elaine Cruickshank, Tax and Trusts Manager, outlines the tax measures announced in the Budget and the potential tax planning opportunities your clients could consider as a result.

Listen to our Protection podcast

Find out how the coronavirus pandemic has impacted claims and underwriting in the protection market.

Redundancy and tax planning - case study

For some clients, losing their job may bring a tax planning opportunity to use part, or all, of their redundancy payments as an investment into a registered pension scheme. Our case study looks at the available options.

Webinar - managing lifetime wealth in a changing landscape 

Watch our new webinar to hear industry experts discuss the impact of the coronavirus pandemic on retirement advice, challenges and developments in drawdown and upcoming opportunities and trends against a backdrop of regulatory change.

Helping your clients maximise their pension income

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

Technical Zone

Find all of our technical content in one place, including articles, guides, case studies and links to our comprehensive range of in-depth technical FAQs.

Latest research

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Managing Lifetime Wealth: retirement planning in the UK

We've launched a new report with NextWealth, charting the course of retirement advice through the pandemic and ensuing market volatility alongside continued regulatory change.

How you can 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.

Can financial advice impact financial wellbeing?

Take a look at our insights into the positive effects of financial advice on financial wellbeing.

Sustainability and suitability guide

We've sponsored Adviser Home's new report into sustainability - the report gathers together all the latest developments, views from the FCA, adviser best practice and independent insight to create a practical guide for your business.

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.

Market insights

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Podcast: Climate change – the impact on advice

Hilkka Komulainen, Head of Responsible Investment at Aegon, discusses how to climate-proof your proposition against evolving investment risk, a sea of regulatory change, and increasing customer demand.

2022 – what lies ahead

Will the stop-start recovery continue as global markets tackle inflation, labour market pressures and supply issues? And what structural shifts are afoot as climate risk becomes ever more real? Register for our Q4 market outlook webinar to find out.

Japan – an Olympic-sized opportunity?

In our latest Market snapshot podcast, we discuss Japan’s route to recovery, the many exciting growth opportunities, and its surprising approach to ESG.

Adviser attitudes report 2021

We’re delighted to share our third Adviser attitudes report, which collates the views of 251 advisers. Take a look to find out how cost, Coronavirus and ESG are shaping the investment landscape.

Adviser survey highlights barriers to ESG investing

Advisers have recorded a marked increase in ESG demand but point to numerous barriers to integrating ESG into their investment propositions.

59% say regulation has altered investment advice

Advisers surveyed in our 2021 Adviser attitudes report say PROD and MiFID II have impacted their investment proposition in a number of ways.

Grow your business

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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.

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.

Fund manager insights

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The Climate Emergency and the positive role investors can play

Randeep Somel, Manager of the M&G Climate Solutions Fund explores how investors can play a part in addressing the climate emergency, and why now is the time to take action.

Podcast: Asian & emerging market equities – a varied view

JP Morgan’s Investment Specialist for the Emerging Markets and Asia Pacific Equities team, Emily Whiting, discusses which regions were hit hardest by the coronavirus pandemic, how recovery compared to other markets in 2020 and how the asset class is valued at the start of 2021.

Podcast: UK equities – a dose of optimism?

In the wake of Brexit, what’s in store for UK equities? Luke Chappell, Head of BlackRock’s UK equity team deliberates the outlook for 2021.

Webinar: US equities – setting presidential precedents?

Manager of the Artemis US Select and US Smaller Companies funds, Cormac Weldon, takes a look at new US president Joe Biden’s agenda after a challenging election period and assesses the key drivers for growth for the US economy in 2021.

Monetary policy to the rescue – but what happens next?

How will the coronavirus vaccine and the monetary and fiscal response to the ongoing crisis affect fixed income in 2021? Steve Ellis - Global Chief Investment Officer, Fixed Income at Fidelity International explains.

All change? Fund management in the new normal

Businesses have used technology to adapt and help business life continue in times of crisis, but Murdo Maclean, Client  Investment Manager at Walter Scott and Partners, argues that it can never fully overcome our desire to see and be seen.

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 coronavirus era

Does investing in the low-carbon transition make sense in a world battling the coronavirus? 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.

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