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The Pensions Technical Zone is the home for all our technical material relating to pensions. You’ll find articles covering the latest pensions issues and links to our comprehensive range of technical FAQs. The Technical Zone is aimed at financial advisers only and the content mustn't be distributed to, or relied on by, customers.
We want to make paraplanners' lives easier by offering our support, expertise and resources. Make this your first point of contact for industry news, tools and technical help - as well as Continued Professional Development (CPD) resources.
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Whether your client has a family, home or business to look after, we have a range of high-quality protection products to suit their needs. And we’ve recently launched our new faster, smarter online protection service for Personal Protection and Whole of Life.
We’re one of the UK’s top three providers of workplace solutions* supporting over 10,000 employer schemes. We aim to provide you and your corporate clients with the most comprehensive range of workplace options in one place.
*Source: Spence Johnson Market Report March 2018. Measured by scheme numbers.
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|23 July 2019||Living and dying with the lifetime allowance|
Aegon: DB transfer advice – FCA’s next steps
Jul 9, 2019
On 19 June, the FCA published some new data on the defined benefit transfers market. This was accompanied by a strongly worded media comment with the FCA saying it was ‘deeply concerning and disappointing’ to see the high proportion of recommendations to transfer, bearing in mind it has repeatedly said advisers should start from the position that a transfer is not suitable. Here we summarise the FCA findings and key points for advisers. more...
Aegon: Trends in investment strategies and portfolio building uncovered
Jul 8, 2019
We’re seeing significant changes in how people invest: auto-enrolment has created millions of new savers; there’s an increasing reliance on defined contribution pensions; and pension freedoms legislation means many more remain invested during retirement. more...
Defined benefit hub
Jun 21, 2019
Take a look at our new dedicated DB hub to see how our DB support material can help you. We’ve developed and adapted our support material to highlight the important areas to consider before deciding if a transfer may be suitable for your clients. more...
Aegon: Nervous investors need advice four years into pension freedoms
May 29, 2019
Our research finds 74% of retirees' assets are being invested in drawdown, but many worry about running out of money and are unsure how to navigate their retirement options. more...