Who does what in your financial world?

who does what in your financial world part 1 Who does what in your financial world part 2

Aegon have a long history of helping people take control of their finances, but how does it actually work? Here's a quick look at the three parties that are usually involved.

Who does what in your financial world part 3

Your financial adviser

Reviews products and providers that might suit you. Recommends appropriate products and investments for you based on your needs and attitude to risk. Does any ongoing work you agree. Manages your on-going financial planning when you require it.

Who does what in your financial world part 4

Aegon

Gives you factual product information.Provides the product you asked for. Lets you know how your product and investments are performing and tells you about changes that affect your product.

Who does what in your financial world part 5

You

Review your situation and plans regularly, especially as circumstances change.

Let us know if your contact details change.

The value of an investment can fall as well as rise and isn't guaranteed. You could get back less than you originally invested.