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Aegon uses DT in profiling strategy

Aegon and software provider Distribution Technology have linked up to launch a new investment risk profiler for the provider’s individual and group pensions.

The planning and sales platform provides psychometric analysis of the client’s attitude to risk, portfolio modelling, asset allocation and fund selection.

It has been designed to help support advisers undertaking investment, pre-retirement and post retirement planning.

Distribution Technology says sales risk profiling helps to analyse a client’s attitude to risk by selecting the most suitable investment mix to address risk tolerance. It says it has become a fundamental tool for advisers to use in setting investment strategies.

Aegon head of business technology David Campbell says: “We firmly believe this to be an ideal flexible planning tool for advisers looking for peace of mind in an environment of uncertainty”

Distribution Technology chief executive Ben Goss says: “We are delighted to be strategically supporting Aegon which is one of the world’s biggest insurers.

“Our enterprise planning and sales platform will provide Aegon with solutions that are customised to their market-leading propositions across individual and group channels while using tried and tested technology.”


AWD slumps to £2.8m loss

The UK arm of AWD Group is blaming market turbulence for plummeting to a £2.8m loss last year after a £2.9m profit in 2006.A statement by AWD says: “The revenue and earnings development of AWD UK was dominated by the property and financial market crisis and the resulting customers’ investment reticence in the second half […]

Turnaround Capital to take advantage of ailing businesses

Turnaround Capital is to a launch a fund that will look to turn struggling businesses into profitable ones within a set timeframe.The group is looking to raise £1.6m in pre-IPO funding and will take stakes of 10 to 70 per cent in private companies that have struggled due to bad management, restricted cash flow or […]

Lehman Brothers set to suspend UK lending

Lehman Brothers is expected to announce that it has closed its two UK subsidiaries, SPML and Preferred, today.This comes after rumours were rife yesterday that the investment bank was consulting on whether it will suspend lending at its two UK subsidiaries.A source close to the firm yesterday said that this is one of the options […]

Iain Chadwick

The Budget 2015: a brief overview

Following George Osborne’s delivery of his sixth Budget as chancellor and the last of this current parliament, we have provided a brief overview of the initiatives put forward in his statement, focusing on the topics that have an impact upon the pensions landscape, savings, personal taxation and businesses.


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