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

Consolidation: Does big equal bad in the advice sector?

Consolidation: Does big equal bad in the advice sector?

'Integrations take time and effort on all sides'

Anthony Carty
clock 17 September 2025 • 4 min read
WIFA 2025 headline sponsor video: LV's Katherine Carnegie on inclusive leadership

WIFA 2025 headline sponsor video: LV's Katherine Carnegie on inclusive leadership

‘Creating a culture where everyone thrives’

Professional Adviser
clock 17 September 2025 • 1 min read
Fintel simplifies model into two divisions as it stresses cultural fit in acquisitions

Fintel simplifies model into two divisions as it stresses cultural fit in acquisitions

The group moves from three divisions to two

Sahar Nazir
clock 16 September 2025 • 2 min read