Aegon launches tool to boost financial wellbeing

Considers money and mindset blocks

Sophie King
clock • 2 min read

Aegon has launched an online tool to improve financial wellbeing which helps people identify the money and mindset blocks.

The Aegon Financial Wellbeing Tool will help people assess the role mindset and money plays in their financial wellbeing and then help them to make improvements. The tool asks 10 questions, five on money blocks and five on mindset blocks, to work out the financial wellbeing of the person. Money block questions cover income level, ‘rainy day fund', manageable debt, long-term savings and value of assets. Questions on the person's mindset cover joy and purpose, future self, long-term plan and financial literacy. Once these questions have been answered, the tool will then work out a fi...

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

Cash ISA allowance cut risks hardening saver/investor divide, advisers warn

Cash ISA allowance cut risks hardening saver/investor divide, advisers warn

Govt policy shift reignites debate around role of cash ISAs

Sahar Nazir
clock 28 January 2026 • 5 min read
Depledge Strategic Wealth Management backs CISI financial planning push

Depledge Strategic Wealth Management backs CISI financial planning push

‘Financial planning is for every week’

Jenna Brown
clock 28 January 2026 • 2 min read
What a classic '80s movie tells us about today's language of financial advice

What a classic '80s movie tells us about today's language of financial advice

'Forty years is a long time in film. Even more so in financial services'

Roger Brosch
clock 27 January 2026 • 4 min read