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Only a fifth of advisers have developed clear profiles for their target clients – latest research suggests those without may be limiting their growth opportunities
This press release shares key findings from NextWealth and Aegon's latest adviser guide, Organic Growth for Financial Advice Firms, looking at how advisers can maximise their client generation through the use of target profiles.
Aegon UK's largest workplace default fund hits £1 billion in Long-Term Asset Funds
This press release announces that Aegon UK's largest workplace default fund, the Universal Balanced Collection, has reached the impressive milestone of £1 billion being held in Long-Term Asset Funds.
Younger advisers more likely to be working with new clients – latest research reveals their value may be bigger than we realise
This press release shares some of the latest findings from Aegon and NextWealth's new guide, Organic Growth for Financial Advice Firms, focusing on the value of bringing new talent into your business.
No retirement plan? Aegon research reveals not having one could leave you four times more stressed about your financial future
This press release reveals some of the latest findings from Aegon's Second 50 research, highlighting the importance of having a retirement plan for your mental wellbeing. Kate Smith, Head of Pensions, also shares her top five tips for writing a financial plan.
Joint accounts, divided views: UK couples admit differing financial priorities
This press releases shares key findings from Aegon's research into how UK couples manage their finances together, as discussed in episode six of the Money:Mindshift podcast.
Aegon celebrates five-year anniversary of its Risk-Managed Portfolios
This press release celebrates the 5-year anniversary of Aegon's Risk-Managed Portfolios, a collection of six multi-asset funds designed to cater to various investor risk profiles.
Aegon UK appoints Alice McIntosh as Director of Consultancy and Adviser Relationships
This press release announces Alice McIntosh as Aegon UK's new Director of Consultancy and Adviser Relationships, taking over from the retiring Martin Trenchard.
Sabbaticals on the rise: Gen X signals a shift in work-life priorities
This press release shares key insights from Aegon research regarding changing work patterns in the UK, as discussed in episode five of the Money:Mindshift podcast.
Confidence in comfortable retirement on the rise, but gaps persist
This press release shares some of the latest findings from our Second 50 campaign, supporting people to prepare for retirement and navigate a changing later-life landscape.
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Featured
More latest
Aegon celebrates five-year anniversary of its Risk-Managed Portfolios
This press release celebrates the 5-year anniversary of Aegon's Risk-Managed Portfolios, a collection of six multi-asset funds designed to cater to various investor risk profiles.
Aegon UK appoints Alice McIntosh as Director of Consultancy and Adviser Relationships
This press release announces Alice McIntosh as Aegon UK's new Director of Consultancy and Adviser Relationships, taking over from the retiring Martin Trenchard.
New enhancements to Aegon's client report tool mark first anniversary
This press release announces the release of new features and improvements for Product reporting, Aegon's client reporting tool for financial advisers.
Aegon launches new Junior SIPP: Empowering effective intergenerational wealth planning
This press release announces the launch of Aegon's new Junior Self-Invested Personal Pension (SIPP) product, designed to help advisers and savers with efficient intergenerational wealth planning.
Aegon Master Trust to introduce pension tracing and consolidation service for employers
This press release announces enhancements to Aegon Master Trust, including new connections to the Pensions Lab that allow for a more efficient pension consolidation service.
Can money buy happiness? New ‘Money:Mindshift’ says it’s more complex than that
This press release announces the launch of Money:Mindshift, Aegon's new campaign to promote human-centric, emotionally intelligent financial wellbeing - including a new podcast and digital hub of helpful resources.
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Featured
More latest
Aegon celebrates five-year anniversary of its Risk-Managed Portfolios
This press release celebrates the 5-year anniversary of Aegon's Risk-Managed Portfolios, a collection of six multi-asset funds designed to cater to various investor risk profiles.
Aegon UK appoints Alice McIntosh as Director of Consultancy and Adviser Relationships
This press release announces Alice McIntosh as Aegon UK's new Director of Consultancy and Adviser Relationships, taking over from the retiring Martin Trenchard.
New enhancements to Aegon's client report tool mark first anniversary
This press release announces the release of new features and improvements for Product reporting, Aegon's client reporting tool for financial advisers.
Aegon launches new Junior SIPP: Empowering effective intergenerational wealth planning
This press release announces the launch of Aegon's new Junior Self-Invested Personal Pension (SIPP) product, designed to help advisers and savers with efficient intergenerational wealth planning.
Aegon Master Trust to introduce pension tracing and consolidation service for employers
This press release announces enhancements to Aegon Master Trust, including new connections to the Pensions Lab that allow for a more efficient pension consolidation service.
Aegon enhances adviser experience with new features to help avoid ‘foreseeable harm’
This press release announces the enhancement of Aegon's service offerings through the introduction of cash ringfencing during the switch journey.
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Aegon survey reveals demand for targeted support among those approaching retirement
This press release shares some of the key findings from Aegon's latest The Second 50: Navigating a multi-stage life research report, focusing on the demand for targeted financial support from those aged 50 and over.
'Bank of Mum and Dad' flips: Adult children set to financially support parents
This press release announces the launch of the second edition of Aegon's The Second 50: Navigating a multi-stage life report, our latest exploration of how living longer is changing the ways we live, work, save and retire. This release focuses on how the nature of receiving financial support is changing, with adult children set to bear greater financial responsibilities to their parents as they age.
Latest
Featured
More latest
Sabbaticals on the rise: Gen X signals a shift in work-life priorities
This press release shares key insights from Aegon research regarding changing work patterns in the UK, as discussed in episode five of the Money:Mindshift podcast.
Retirement confidence dips for 50-somethings - but a 'mindshift' could be key
This press release supports the latest episode of Aegon's Money:Mindshift podcast, sharing key insights from new research into how our perception of ageing can impact our financial wellbeing.
Time-travelling Brits would tell their younger selves to start saving earlier
This press release shares some of the key findings from Aegon's latest Financial Priorities research. Based on a survey of 2,000 UK adults, the release reveals the financial lessons people would teach their younger selves if they could go back in time.
UK would rather save than spend an unexpected bonus
This press release shares key findings from Aegon's Financial Priorities research, focusing on our financial instincts and how people would react in the event of receiving a surprise £5,00 bonus.
Positivity on personal finances 'jumps' from same time last year
This press release shares some of the key findings from Aegon's latest Financial Priorities research. Based on a survey of 2,000 UK adults, the research explores how the public feel about their personal finances, as well as their top financial priorities and concerns.