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For financial advisers only

We've designed our 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

Thinking ahead: The future of auto-enrolment and saving

Find out how our Head of Public Affairs, Kate Smith, sees the future of auto-enrolment. Kate also discusses the retirement income adequacy challenge and lays out how advisers can play an important role.

Spreading a little kindness

Our Tax and Trusts Manager looks at all the ways you can help your clients prepare for the future - whatever circumstances they might face.

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.

Minimum pension age on the up!

Read our technical team's in-depth analysis of the increase to the minimum pension age (NMPA) for private pensions, including a handy flowchart showing the impact of the change.

Latest research

Managing Lifetime Wealth: retirement planning in the UK

We're delighted to continue our partnership with NextWealth on the fourth edition of the report, providing first-hand insight into the retirement advice industry and some of the latest views on the biggest industry trends.

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.

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

Podcast: How to beat inflation this ISA season

Richard Whitehall, Head of Portfolio Management at Aegon UK, discusses the surging inflation and why and how savers should consider investing their savings this ISA season.

Responsible investment at Aegon

In this short video, Hilkka Komulainen, Head of Responsible Investment at Aegon UK, discusses how we’re managing the risks and opportunities presented by climate change.

Conflict and consequences

Watch Richard Whitehall, Aegon UK, discuss how inflation and geopolitical disputes are affecting markets in our Q2 market outlook webinar.

Navigating ESG

Tim Orton, Managing Director of Investment Solutions at Aegon UK, is interviewed by Money Marketing on how advisers can navigate the complex world of ESG.

Research shows link between sustainable investing and financial wellbeing

Read our article to learn how you can encourage your clients to better understand the connection between their investments and the world they live in.

Responsible investments hub

Visit our dedicated hub to help you and your clients navigate a rapidly changing ESG landscape.

2022 Net Zero Finance Conference

Watch Hilkka Komulainen, Head of Responsible Investment at Aegon, and David Hayman from MakeMyMoneyMatter discuss the connection between beliefs and investment choices.

Grow your business

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 our platform.

Tax year end hub

All the resources you need to make the most of tax-efficient opportunities for your clients.

Fund manager insights

Have inflation expectations been overshot?

In this short interview, John Stopford, Head of Multi Asset Income at Ninety One, explains that things could actually turn out better in terms of rate expectations than perhaps the market is beginning to fear.

This panel used to link to: https://www.aegon.co.uk/content/ukpaw/news/have_inflation_expectationsbeenovershot.html

Why the UK remains a fertile hunting ground for opportunities

With the pandemic accelerating the pace of change both within individual companies and industries, Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, reviews the key areas of opportunity in the coming year.

This panel used to link to: https://www.aegon.co.uk/content/ukpaw/news/why_the_uk_remainsafertilehuntinggroundforopportunities.html

Raising your ESG game

Natasha Petiton, Executive Director, Head of Product Strategy at J.P. Morgan Asset Management, looks at how financial advisers can make the most of sustainable products, the resources available and what to expect when it comes to regulation.

panel linked to https://www.aegon.co.uk/content/ukpaw/news/raising_your_esggame.html

Meaningful measuring and reporting in an ESG landscape

This article from Invesco tackles the issue of ESG reporting. In an industry that’s no stranger to numbers, why isn’t reporting keeping pace and what steps can be taken to resolve these issues?

This panel used to link to: https://www.aegon.co.uk/content/ukpaw/news/more_than_numbersmeaningfulmeasuringandreportinginanesglandcape.html

Stewardship: what it is and why you should care

Miranda Beacham, Head of ESG – Equity and Multi-Asset at Aegon Asset Management breaks down what stewardship means when it comes to ESG.

A circular economy

Reduce, reuse, recycle. Randeep Somel, Portfolio manager at M&G Investments, explains the pivotal role of the circular economy and why it’s crucial to net zero targets.

Active asset allocation

Asset allocation is key, not just to managing risk, but for the growth potential of each portfolio. Our Portfolio Management team works with award-winning investment specialists Morningstar* to create and maintain a mix of investments that it believes will deliver the best returns possible for each risk level.

Panel linked to https://www.aegon.co.uk/content/ukpaw/news/a_circular_economypickingtheeasynet-zerofruit.html

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