View more on these topics

Aegon launches online trust analyser tool


Aegon has launched a free online tool designed to help advisers identify which of their clients’ mortgage and family protection policies should be placed in trust.

The life and pensions provider says too few protection policies are written in trust, leaving people exposed to “unnecessary and avoidable” risks. It says the trust analyser tool will allow advisers to consider the advantages and disadvantages of a trust for individual clients.

Aegon tax and trust manager Elaine Cruickshank (pictured) says the “vast majority” of protection policies should be written in trust. She says: “For too long, trusts have been considered complex and daunting. We want to demystify the whole process. Trusts can be very straightforward.”

Aegon says a range of legal problems and delays can arise when claiming on a life insurance policy which has not been written into trust.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm