Aegon UK

36% of advisers want bigger share of client assets but few track it, research reveals

Research from Aegon and NextWealth found that 26% were tracking share of wallet, which measures how much of a client’s assets an adviser already manages.

Advisers must help clients overcome emotional barriers to spending in retirement – Aegon

Aegon enhances client reporting tool with new features for advisers

The upgrades coincide with the first anniversary of its ‘Product reporting’ service, which was developed to help advisers track key metrics and enhance client interactions.

Royal London completes transfer of Aegon UK individual protection book

The life insurance, critical illness and income protection policies of nearly 400,000 customers have transferred to Royal London.

Aegon shares ten recommendations for advisers ahead of FCA’s Consumer Duty deadline

As the industry approaches the 31 July deadline for the Financial Conduct Authority’s (FCA) Consumer Duty, Aegon has offered ten recommendations specifically targeted at advisers to help them prepare for the upcoming changes.

Legal & General extends partnerships with Aegon and Prudential 

The two partnerships have been extended for five years through to 2028, building on the already long-term relationships with both providers.

Aegon becomes latest appointment to SimplyBiz’s Risk Controlled range

SimplyBiz’s Risk Controlled service is designed to both support improved adviser efficiency and the suitability of consumer outcomes.

Royal London to acquire Aegon UK’s individual protection business

The acquisition will result in the life insurance, critical illness, and income protection policies for over 400,000 customers being transferred to Royal London.