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.
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.
Market outlook webinar: Taking off the stabilisers
The market recovery is being challenged by a number of factors but is bolstered by stimulus measures. Can these stabilisers be removed and what will happen if they are? Register for our upcoming webinar to find out
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.
Find all our technical content in one place – including FAQs and articles on the latest technical issues.
See some of the main benefits and reasons why you may want to consolidate your clients' assets onto Aegon Retirement Choices.
US equities: pause and go again?
Cormac Weldon, US Equities Manager at Artemis, provides a brief review of this year’s tumult while also looking ahead to what else might be in store.
The UK market year to date
Luke Chappell, Portfolio Manager and Head of the UK Equity team at BlackRock, shares his views on UK market movements, government actions to compensate for the economic shutdowns, the value/growth debate and market outlook.
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.