Workplace meeting

For intermediaries only

Advice
Makes Sense

Recognising the importance of professional expertise.

Welcome to our Advice Makes Sense hub

In these uncertain times the need for financial advice is greater than ever - we're here to champion the value of your advice.

We've created this hub to help you navigate the latest industry changes, developments and issues. You’ll find our latest articles and research, as well as links to our other technical hubs to further develop your knowledge and support your conversations with clients.

 

We'll update this page regularly with new supporting articles and support material - keep a look out for our new customer-facing hub, designed to demystify financial advice and encourage people to seek financial advice.

Retirement advice in the UK

With the need for retirement advice not looking likely to slow down any time soon, we're delighted to sponsor Next Wealth's new report, which draws on the findings of adviser research. In the report, you'll find in-depth insight into propositions, investment approaches and challenges that advisers are facing when advising retirees.

Read the full report (PDF) about retirement advice in the uk

An introduction to the benefits of financial advice

Male and female consumer persona graphic hovering over computer graphic with document displayed on screen

While money is a big part of our everyday lives, talking to an adviser about financial goals isn’t necessarily something everyone considers.

To find out firsthand what the barriers to taking financial advice are, we asked a wide range of customers, some who already have an adviser and others who don’t, what they thought about financial advice.

Our Why seek financial advice report reflects and builds on the findings from our research to help demonstrate how people can benefit from taking financial advice. We hope you can use the findings to dispel any preconceptions about advice and encourage potential clients to seek your expertise.

Read the report

Supporting your advice

Building your financial future

Use this with clients to showcase the value of your advice - our case study highlights the benefits of seeking financial advice.

Customer checklist

We've created a checklist for potential clients detailing what they should bring to their first meeting with you.

The changing face of advice

Ronnie Taylor, Chief Distribution Officer, speaks to CISI's Chris Morris about the fundamental issues that will impact on the future of financial advice.

Cash solutions and phased investments

Help reassure nervous clients and reduce their exposure to volatile markets.

Financial advice in the decades to come

Ed Dymott, (Managing Director for Transformation, Innovation and Growth) talks about advice in 20 years.

How will tech reshape advice? 

Ed Dymott speaks to Citywire about changes in technology and how financial advice might adapt to these changes.

So, you want to be a financial adviser?

Ronnie Taylor discusses how to get more people into advice and the merits of the profession. 

Investing is changing - keep updated on the latest trends

Read our latest platform investment trends report

We surveyed over 250 financial advisers to understand how they and their clients are using platform investments.

Market Snapshot podcast

Quarter one, 2020

Listen to our investment team chat about a remarkable 2019 and how the UK election and geopolitical tensions have shaped their 2020 asset class convictions.

Market Outlook webinar

Quarter one, 2020

Boris/Brexit + Trump x (Iran + China) + monetary policy = ?

Aegon’s Head of Portfolio Management, Richard Whitehall, assesses what the challenges equate to for asset class convictions.

Runtime: 40 minutes

Maximise opportunities with our support material

Defined benefit hub

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

Pensions Technical Zone

Find all our pension's technical material in one place -  including FAQs and articles covering the latest pension's issues.

Tax year end opportunities

Maximise the opportunity to generate business from your Aegon Platform clients with our technical know-how and support material.

Consolidation toolkit

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

Business protection toolkit

Our business protection toolkit provides all the support and information you need to understand, discuss and write business protection.

Financial wellbeing

Visit our financial wellbeing hub to find out how improving the mental health and physical wellbeing of employees is vital in all organisations.

How to find out more

Just speak to your usual Aegon contact or get in touch with the team on 0345 610 0083 (choose option 1, then option 1 again), or email advisersolutions@aegon.co.uk.