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 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.
"If you get financial wellbeing right, it means you can spend your time doing things you love with the people you love, both now and in the future."
Ronnie Taylor, Chief Distribution Officer
Money vs mindset
What we focus our mind on matters. Our short video introduces our Financial Wellbeing Index - an exciting initiative showcasing extensive research by our Centre for Behavioural Research into the nation's financial wellbeing.
We've created an in-depth digital flipbook for you to use with your clients helping you 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.
And, we've also created a summary guide of the research - Our insight into the nations financial wellbeing to support you in this changing landscape.
Who have had financial advice are more likely to agree they're doing everything to secure their financial future vs 37% who haven't1.
Who have taken advice are more likely to enjoy life because of the way they're managing their money vs 25% who haven't1.
1Source: Can financial advice impact financial wellbeing. Aegon's customer research carried out with 2,000 people, December 2019.
News and insights
Webinar - how to embed financial wellbeing into your business
Listen back to our webinar with Dr Tom Mathar, Aegon's Centre for Behavioural Research and Chris Budd, Chairman of the IFW, as they dive into the role of money and mindset, the benefits to your business and suggestions you can practise straight away.
Positive effects of advice on wellbeing
Quick stats from our customer research showing how advice is one of the key factors to improving financial wellbeing.
Advice Makes Sense
Support material to help you and your business in these uncertain times.