Helping your clients achieve a lifetime of financial security.
For intermediaries only
At Aegon, we believe getting more people to access financial advice will improve their financial wellbeing. And our role is to help intermediaries 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’ refers to how people feel about the control they have over their financial future – and their relationship with money. That includes their ability to respond to financial unpredictability and unexpected expenses.
People with healthy financial wellbeing can meet their long-term financial goals and make informed choices that allow them to enjoy a meaningful life – both now and in retirement.
Who haven't taken financial advice are concerned the money they now have or will save won't last vs 37% who have1.
Who have taken advice are more likely to enjoy life because of they way they're managing their money vs 25% who haven't1.
1Source: Aegon's customer research carried out with 2,000 people, December 2019.
We're proud to be the Initiative for Financial Wellbeing's first founding partner member.
Can financial advice impact wellbeing?
In our report we look at the positive effect financial advice has on financial wellbeing and the long-term outlooks of people who have had financial advice versus those who haven't.Read the report here (PDF, 1.7mb) Read the report here (PDF, 1.7mb)
News and insights
Positive effects of advice on wellbeing
Quick stats from our customer research that shows how advice is one of the key factors to improving financial wellbeing.
Why it could be costly to ignore financial wellbeing
If you're still unsure about its importance to your business, find out three opportunities you could be missing out on.
Advice Makes Sense
Support material to help you and your business in these uncertain times.