Aegon has launched a whole of market investment and retirement solution to help advisers create professional financial plans for their clients.
Based on Distribution Technology’s Dynamic Planner tool, advisers can now assess a client’s attitude to risk and build a portfolio of investments. They can also perform comprehensive cash-flow forecasting and lifetime goal planning and capture all current client holdings. The new planning tool can assist in pension consolidation, modelling transfer values and income streams from a client’s existing arrangements. Gordon Greig, head of individual marketing at AEGON UK, says: "It has never been so critical for financial advisers to demonstrate the steps they have taken to reach a prod...
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