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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.

Business support

Technical and regulatory support material

Tax planning opportunities from the 2021 Budget

Elaine Cruickshank, Tax and Trusts Manager, outlines the tax measures announced in the Budget and the potential tax planning opportunities your clients could consider as a result.

Listen to our Protection podcast

Find out how the coronavirus pandemic has impacted claims and underwriting in the protection market.

Webinar - managing lifetime wealth in a changing landscape 

Watch our new webinar to hear industry experts discuss the impact of the coronavirus pandemic on retirement advice, challenges and developments in drawdown and upcoming opportunities and trends against a backdrop of regulatory change.

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.
Latest research
Market insights

Podcast: Climate change – the impact on advice

Hilkka Komulainen, Head of Responsible Investment at Aegon, discusses how to climate-proof your proposition against evolving investment risk, a sea of regulatory change, and increasing customer demand.

2022 – what lies ahead

Will the stop-start recovery continue as global markets tackle inflation, labour market pressures and supply issues? And what structural shifts are afoot as climate risk becomes ever more real? Listen to our Q4 market outlook webinar to find out.

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.

Climate change and the impact on pension funds

In this podcast, we discuss the role of default funds in fighting climate change and how regulation, which is supporting the transition, brings challenges and opportunities for pension schemes.

Sustainable Investing Guide 2021

This Adviser Home guide, which we’re proud to sponsor, provides an excellent ESG update on COP26, regulation, and the practical issues facing advisers.

ESG Tracking Study 2021

The NextWealth ESG Tracking Study provides an in-depth look at ESG – how the views of investors are changing and how platforms, asset managers and advisers need to adapt.

Responsible investing hub for clients

Interest in responsible and sustainable investing is growing rapidly. This hub provides more information for your clients. 
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 Aegon Retirement Choices.

Defined benefit hub

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

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.

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.

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?

What is net zero and why is it important for investors?

Michael Ridley, Director and Senior Responsible Investment Specialist at HSBC Global Asset Management, explains the disruptive concept of net zero and the effect it may have on investors.

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.

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