Financial adviser confirmation

This area of our website is designed for financial advisers and other financial professionals only.

If you’re a customer or employer please select Homepage below and choose the relevant area of the website.  We’ll only ask you to do this once on each device you access our website on.

Growing your business

Helping you to maximise opportunities and support your client conversations.

Working in partnership

We can help you maximise the available opportunities - whether it's giving you guidance on marketing your business, insight and analysis of the latest hot topics, or practical steps to embed financial wellbeing into your business.

Business development

Learn how to unlock organic growth with insights, research and actionable guidance to help you develop a clear strategy and grow with confidence.

Money:Mindshift

We believe getting more people to access financial advice will improve their financial wellbeing. Explore the importance of financial wellbeing and how it can benefit your clients.

Helping clients plan across generations

Explore our latest insights, CPD content and technical guidance to help clients navigate changing IHT and pension legislation with confidence.

Choosing the right platform for your business

Platforms unpacked: Selecting a model to fit your firm

We’ve co-sponsored NextWealth’s report to cut through the noise, challenge assumptions, and share insights from practitioners to help you ask the right questions. The report explores the opportunities, risks and trade-offs of different platform models, helping advice firms make more informed decisions that support their business goals and deliver good client outcomes.

When choosing a platform or carrying out your regular platform reviews, it’s important to make sure it meets your business needs, and also the needs of your clients. Our Aegon Retirement Choices due diligence guide is designed around the 9 key areas the FCA has identified when researching platform suitability.
View the ARC due diligence guide

Paraplanner support


We're proud supporters of the Paraplanners Assembly, run by paraplanners for paraplanners to learn, fix and share views. The Paraplanners Assembly delivers a number of events throughout the year and you can book your place using the event page.

If you’re a paraplanner and have a question about our platform, you can get in touch with our Platform Consultancy team via email:

Please don't email any personal, financial or banking information as it's not a secure method of communication. If you have a dedicated secure email service with Aegon, for example, Mailock, please use this service.

Adviser insights

Your go-to place for our latest content and topical market updates, designed to support you, your business and your clients.

Visit insights