Financial wellbeing

At Aegon, we believe getting more people to access financial advice will improve their financial wellbeing. And our role is to help advisers encourage clients to plan for their futures – whatever that may bring. Here you'll find our latest research, guidance and support helping you to identify new advice opportunities.

What does it mean?

Financial wellbeing is how people feel about the control they have over their financial future and their relationship with money. It's about focusing on the things that make their life enjoyable and meaningful – both now and in retirement.

Try Picture your best life and our financial wellbeing tool with your clients. They can help identify areas of their financial wellbeing you can work on together.

Financial Wellbeing

We're proud to be the first founding partner member of the Initiative for Financial Wellbeing (IFW).

Visit the IFW website

Advice Makes Sense

Support material to help you and your business in these uncertain times.