Helping your clients achieve a lifetime of financial security.
For financial advisers only
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.
Our insight into the nation’s financial wellbeing
For advisers and employers only. A summary to our financial wellbeing research to support you in this changing landscape.
How you can improve your financial wellbeing
Use our in-depth digital flipbook with your clients – packed with ways to encourage them to think about what they need to live a happy and fulfilled life, and then with your expertise, consider how to fund it.
What is financial wellbeing?
Watch the first video in our financial wellbeing mini-series, taking you on a journey from what is financial wellbeing to how to adopt a three-step plan to build it into your business.Watch the video Watch the video
Advice Makes Sense
Support material to help you and your business in these uncertain times.