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  • The advisers surveyed said they have relied more on modelling tools over the last year

    Shift away from fixed rate method for drawdown calculations

  • Steven Cameron, pensions director at Aegon

    Promotion of Pension Wise risks undermining Planners

  • More adviser clients have been opting to retire at one point

    Phased retirement trend has 'reversed' since pandemic

  • A third (31%) of Financial Planners told Aegon and Next Wealth that ESG is among the factors considered when selection funds in retirement portfolios.

    Half Financial Planners only consider ESG on request

  • Steven Cameron, pensions director at Aegon

    Planners quadruple client financial wellbeing

  • Aegon and Next Wealth conducted the research with 212 Financial Planners in December 2020.

    4 in 5 Planners go beyond money matters

  • Steven Cameron, pensions director at Aegon

    MPAA damaging plans for pandemic retirees - report

  • The findings in the Aegon Adviser Attitudes Report 2021 are based on the views of 251 financial advisers from across the UK

    Third of Planners building ESG into fact finds

  • Aegon is also a founding corporate partner of the Initiative for Financial Wellbeing.

    Aegon partners with university for financial wellbeing study

  • Steven Cameron, pensions director at Aegon

    Social care levy could fuel demand for advice

  • Steven Cameron, pensions director at Aegon

    Low interest rates prompting investment surge

  • Aegon released its third quarter results yesterday

    Aegon reduces platform outflows to £53m

  • Steven Cameron, pensions director at Aegon

    6 in 10 advisers report clients updating trusts

  • Aegon protection dashboard

    Aegon launches protection dashboard for advisers

  • Only 3% of advisers surveyed by the retirement provider said they apply strict ESG screening to all funds selected

    Rise in advisers bringing ESG into retirement planning

  • Steven Cameron

    Advisers 'shifting away' from fixed rate drawdown 

  • Barry Neilson, chief commercial officer at adviser platform Novia, said Financial Planners have nothing to fear from Consumer Duty.

    Planners have nothing to fear from Consumer Duty say providers

  • Money concerns are now widespread across many income brackets

    Crisis causes 32% to cut back on saving 

  • Steven Cameron, pensions director at Aegon

    Client priorities shift amid cost-of-living crisis

  • Guy Opperman MP

    Reaction to exit of Pension Minister Opperman

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