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Aegon launches investment/retirement planning tool

Aegon has launched an investment and retirement planning tool to help advisers in their financial planning.

The whole of market tool allows advisers to assess a client’s attitude to risk, then build a portfolio of investments while capturing all current client holdings.

It also enables the adviser to perform a cash-flow forecast and assist them in pension consolidation if necessary.

Aegon UK head of individual marketing Gordon Greig says: “It has never been so critical for financial advisers to demonstrate the steps they have taken to reach a product or fund recommendation. Using our investment and retirement planner this can be achieved quickly and consistently.”


Cover story

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