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  • The Houses of Parliament

    Queen’s Speech offers no social reform clarity

  • Over half (53%) of women said they do not have a financial plan compared to 45% of men.

    Women less likely to have a financial plan

  • The move is part of Aegon's ambitious overall ESG strategy

    Aegon shifts £5bn into ESG investment strategies

  • Aegon Wellbeing Tool homepage

    Aegon unveils financial wellbeing tool for the nation

  • 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 

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