In a changing regulatory and policy backdrop, we are seeing increased demand for multi-asset fund solutions as advisers address challenges including Consumer Duty and changes to capital gains tax. In this webinar, Anthony McDonald will discuss the benefits of a multi-asset approach that combines active asset allocation with investments in low-cost tracker funds. He will explain the differentiated approach that underpins Aegon’s own Risk-Managed Portfolios. And he will explain how this is reflected in current portfolio positioning, including thoughts on the impact of high-profile events such as the UK Budget and the US election that may have significant ramifications for both investments and financial advice.

Recording of the Q4 market outlook

Interest rates in many countries are as high as they have been since the financial crisis more than 15 years ago, the UK has slipped into recession and US political uncertainty is dominating the airwaves.

Steven Cameron, Pensions Director, discusses the latest developments of the consumer duty from the FCA – including the next deadline and how it links into other regulatory developments.

Watch our webinar to hear a summary of all the findings and insight from Steven Cameron, Aegon's Pensions Director, NextWealth's Heather Hopkins, and David Kerr, Aegon's Platform Consultancy Director.

A look into our research into the 100 year life and the changing retirement landscape.

Are your clients ready for the opportunities their Second 50 years can bring?

Client referrals can be a major source of growth to your business, but with several barriers and bottlenecks, is it as easy as it seems?

Live webinar recording: discussion and analysis of the Autumn Budget announcement 2024 and its implications.

A technical guide to taking benefits.

A technical guide to death benefits.