Providers
Tools and resources
To launch the tools, click on one of the links below:
- General tools
- Investment tools
- Pension planning tools
- Flexible planning tools
- Corporate pension planning tools
- Business protection toolkit
- Income in retirement
- Business Brain
- AEGON - Business brain - practical advice to help you take your business forward"
You can't put a price on good advice. That's why we give you our online investment tools for free.
It can often be time-consuming to research and document the reasons why you've made recommendations. These tools make your life easier by saving time and money, helping you to show the methodology and decision-making process behind your advice.
Most important of all, they also let you show clients exactly how you've made the well-informed decisions behind your recommendations. And, with your advice and research documented, conducting regular investment reviews is easy.
Business Brain
The aim of this zone is to provide you with a range of material that will help you grow your business.
- Business development - we'll show you how to develop a business plan and follow it through.
- Marketing planning - this covers all aspects of marketing planning, business promotion, client retention and management.
- Developing professional connections - this looks at why, how and where to develop a relationship with accountants and solicitors.
- Practical support - we have a range of support and online tools to help you through turbulent times.
In this site you will find a wide selection of useful documents. Additional product literature is available to download or order from AEGON Scottish Equitable financial adviser extranet and AEGON Scottish Equitable International adviser site.
AEGON - Business brain - practical advice to help you take your business forward
