AEGON - Maximise the at-retirement opportunities
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In the run up to RDR it's vital that you're able to advise clients in a profitable way. Below is a range of online material showing you how to maximise the opportunities within your existing client bank.
Research findings
During 2009, we commissioned the Office for Public Management (OPM) to research how consumers frame the decisions they need to take about spending their assets at and in retirement. Read more here.
During 2007 and 2008, we conducted an award-winning three-phase programme of ground-breaking research with consumers. The aim was to develop a truly customer-centric model for the retail distribution of long-term savings, investment and life assurance products. Read more here.
How we can help you
The at-retirement market is changing and we can help you deliver recommendations that will remove your clients' fears and meet their aspirations.
Read more here about the market in general, the issues your clients might face in retirement and how the shape of advice in retirement will change.
Our presentation with audio
Here you can view a short brainshark presentation covering the key points.
Tools
Our free Business Brain website gives you the tools to help both you and your clients make the most of the at-retirement opportunity, including hints and tips on at-retirement client segmentation.
How we can help your clients
Do your clients know about the different choices available to them?
▪ Your options for income
▪ A guide to your retirement options



Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships
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