Aegon launches with-profits tool and roadshows

clock

AEGON Scottish Equitable has teamed up with Towers Perrin Tillinghast and Cazalet Consulting to launch an online with-profits analyser.

The tool will help financial advisers establish whether their clients’ with-profits bonds are still a suitable investment. Launching on 11 June 2007, the With Profits Analyser tool will be available free to financial advisers on the AEGON Scottish Equitable extranet. The tool is designed to be simple and quick to use, taking no longer than 10-15 minutes. It provides output that will enable financial advisers to answer the FSA 10 questions comprehensively, allowing a decision to be made as to whether clients’ with-profits bonds still meet their requirements. The tool offers built-in ris...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Compliance-focused adviser generation 'lost the human touch'

Compliance-focused adviser generation 'lost the human touch'

‘Now there's soft skills training but advisers naturally did it back then’

Isabel Baxter
clock 24 April 2024 • 2 min read
Advice firms face data challenges amid new regulation

Advice firms face data challenges amid new regulation

Firms face challenges in collecting data and due diligence processes

Sahar Nazir
clock 24 April 2024 • 1 min read
PA Working Lunches: Register today to hear from Baillie Gifford

PA Working Lunches: Register today to hear from Baillie Gifford

Join us for an informative session worth one hour of CPD

Professional Adviser
clock 24 April 2024 • 1 min read