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.
AssetTV Masterclass: The future of default funds in DC pensions
How have default funds fared in 2020 and what does the future hold for default fund design? Watch Tim Orton, Managing Director of Investment Solutions at Aegon, discuss these important questions.
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.
LifePath update – coronavirus and the continued effects on markets
Listen to investment experts from BlackRock and Aegon talk about the market rebound and how the LifePath default strategies are responding.
Market outlook webinar: 2021 – annus mirabilis?
With light now appearing at the end of the tunnel, what does 2021 have in store for investors? Register for our market outlook webinar to find out.
We believe financial advice is key to improving financial wellbeing. And we're here to help you encourage your clients to plan for their future.
Building trust with prospective clients
Our research looks at how the shift to a digital client-adviser relationship poses new challenges to financial services.
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.
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.
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 COVID era
Does investing in the low-carbon transition make sense in a world battling COVID-19? Deirdre Cooper, co-portfolio manager of Ninety One Global Environment, says the rationale for an environmental portfolio may be stronger than ever.
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.