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.

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

Try our new financial wellbeing tool and our future self 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.