Hello, welcome to the first edition of Latest News in 2021, I hope you and your families are continuing to keep safe and well.
Tax year end is just around the corner – even without the challenges imposed by the current restrictions, I know this an especially busy time for you and your business. That’s why we’ve packed this edition of Latest News full of support material, including our tax year end hub.
If you have ten minutes to spare today, I’d really encourage you to read this article where our Chief Executive, Mike Holliday-Williams, sets out our ambitions for Aegon UK and how we’re reshaping the business to support you and your clients.
Making it easier to do business
Making transfers simpler
We’re supporting the FCA’s Making transfers simpler initiative for re-registrations and fund class conversions that came into effect on 1 February 2021.
Get ready for tax year end
Our tax year end hub has all the support and resources you need to make the most of the opportunities on our platforms, as well as our tax year end deadlines.
Aegon Protection turns 20!
We’re delighted to be celebrating our 20th birthday in the UK protection market. To mark the occasion, we’re running a 30 day birthday sale until 23 February 2021
Supporting your business
Financial wellbeing podcast
Ronnie Taylor and Chris Budd (IFW) have teamed up to talk financial wellbeing – what it is, why it’s important for advisers to factor it into their service for clients, and the positive impact advice has on wellbeing.
Building your clients’ trust online
Is it possible to achieve the same level of trust with clients during a video call? New Model Adviser have highlighted our new research, showing the cues your clients receive during a video call can make a big difference.
Market outlook webinar 2021 – annus mirabilis?
With light now appearing at the end of the tunnel, what does 2021 have in store for investors? Our Head of Portfolio Management assesses the impact of 2020 and what it means for asset classes in 2021.
If you have any feedback on our latest newsletter please let your usual Aegon contact know.
To keep up to date with the latest industry news and views – bookmark our magazine Fresh Perspectives.
