Aegon unveils adviser tool to help with Consumer Duty

The tool is called Product reporting and aims to deliver ‘personalisation'

Sahar Nazir
clock • 1 min read

Aegon has launched a client reporting tool for financial advisers across Aegon Retirement Choice (ARC) and One Retirement called Product reporting.

The tool is aimed at improving the overall user experience as advisers now have access to detailed summaries of their clients' products and performance over a period they select. It also makes it easier for advisers to tailor conversations with clients, helping them to deliver a "personalised approach". Aegon said this will support advisers in delivering Consumer Duty outcomes. Product reporting is accessible from the client summary and advisers are able to generate graphical representations across all products, such as product valuations, money in and out, along with the option to cu...

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