Supporting financial advice

market volatility notification - adviser

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marketvolatility notification
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Recent market volatility: During geopolitical events is expected, and it’s important to keep clients focused on long‑term goals. For further insight into how markets are responding to the US/Israel–Iran conflict, see our Fund updates page.

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Evolving to support you and your clients

The needs of advisers and clients continue to evolve. That's why we're continually investing in smarter, faster ways to support you, helping you adapt with confidence and make the most of new opportunities.

See how we're helping advisers respond to industry change, from regulatory developments to helping clients make the most of wealth and retirement planning opportunities. Watch Turning change into opportunity 

Explore our latest solutions and resources to support your clients.

 

Turning change into opportunity 

(00:17) Advisers help clients navigate life's biggest decisions. Planning for a longer life, passing wealth to future generations, and turning uncertainty into confidence.

(00:29) Today, the value of advice has never been greater, and that's why we are focused on supporting you.

(00:36) Over the past year, we've invested in our platform to make it even easier to do business with us.

(00:42) Retirement planning is now simpler with enhanced online drawdown, including integrated drip feed drawdown and a fully digital UFPLS journey.

(00:53) Consolidation is streamlined with paperless cash and asset transfers, and our partnership with Euroclear is helping bring clients assets together more efficiently.

(01:03) We've expanded choice through our new Junior ISA alongside our Junior SIPP, and we've added to our range of offshore bond partnerships, helping you support intergenerational planning and tax-efficient investing. We've also continued to enhance the platform based on your feedback, streamlining key processes and improving everyday tasks.

(01:27) And we're investing in the latest technology, including AI, to deliver a faster, more reliable service. And it's making a difference. With feedback continuing to improve across the service and support we provide.

(01:42) But that's only part of the story. We are here to help you turn change into opportunity. The new pensions and IHT rules are creating major planning opportunities. We are helping advisers make the most of them with practical guidance, technical expertise and support.

(02:01) Some of the most important client conversations go beyond money. Money:Mindshift helps advisers have richer conversations about wellbeing, longevity, and what matters most to their clients.

(02:14) And as your client's needs evolve, so will we. We'll continue to invest in our platform, our service, and the support we provide. With more enhancements to come, including an onshore bond partnership, enhanced data integration, a dedicated bereavement team, support from Multi Investment Strategies, a new app for your clients and we're excited about the next chapter with Standard Life.

(02:43) By bringing together two businesses with shared goals and ambitions. We're creating a new leader in the UK's long-term savings market, with even greater potential to invest in the platform and support you rely on.

(02:57) Because change will keep happening, but with the right supports it can create opportunity. And at Aegon, we are committed to helping you make the most of it.

Our credentials

Over

£240 billion

assets under administration

(as at 31/12/2025)

Committed to

Net zero

greenhouse gas emissions for our pension default fund range by 2050 and to a 50% reduction in emissions by 2030*. 

UK's

largest investment platform

S&P Global

Financial strength A- rating

(as at April 2026) 

AKG

B+ financial strength rated

(as at August 2026) 

*2030 target based on a start date of 2020, for scope 1 and 2 emissions for listed equity and corporate fixed income only. As measured using carbon footprint.

The value of an investment can fall as well as rise and isn’t guaranteed. Your clients could get back less than they invest. 

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