Aegon

‘Simplified advice or targeted support could play a role’

Quilter remains in second place followed by AJ Bell and Transact

Targeted support proposal could be ‘game changing’ for consumers

‘The same advice relationships but with the Aegon banner’

Mutual comes in ahead of Aviva Life & Pensions, Prudential and AJ Bell

This is expected to increase due to Consumer Duty

Majority of advisers that see this have client portfolios less than £100,000

The adviser platform expects clients to save £5m with this move in 2024

Confidence on accessing retirement funds remains low

Half of advisers seen uptick in retirement advice demand