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.
- Technical and regulatory support material
- Client-facing support material
- Market insights
- Grow your business
- Fund manager insights
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.
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.
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.
Coronavirus – the long-term risks and opportunities
View our latest market outlook webinar, which explores the coronavirus risks and opportunities that are shaping asset class convictions.
Market snapshot podcast
Listen to our investment team talk about the economic impact of Coronavirus.
Core Portfolios and the coronavirus
Analysis into how the coronavirus outbreak has affected our Core Portfolios.
Coronavirus - how our Workplace Solutions scheme defaults are responding
Listen to Nick Dixon, Investment Director at Aegon, talk about the recent market volatility and how our Workplace Solutions default funds are responding.
Managing your team remotely
We've pulled together a few ideas to help you establish new ways of working and stay connected to your team.
Pensions Technical Zone
Find all our pension's technical material in one place - including FAQs and articles covering the latest pension's issues.
See some of the main benefits and reasons why you may want to consolidate your clients' assets onto Aegon Retirement Choices.
Fast moving valuation case prompts Japan downgrade
Insight from Columbia Threadneedle on Japan’s equity market outperformance.
For use with clients
What not to do in a crisis
Insight from Baillie Gifford on whether the current market disruption will impact how we invest in the future.
Regular savings plans (video)
Video from Fidelity International highlighting the importance of a regular savings plan in times of high volatility.
If you're looking for your next big opportunity the workplace and protection markets are rapidly expanding and we can help you maximise the available opportunities.
Retirement advice in the UK
In our new report you’ll find in-depth insight into propositions, investment approaches and challenges advisers are facing when advising retirees.