Aegon Managing Lifetime Wealth: retirement planning in the UK

NextWealth and Aegon have published a report Managing Lifetime Wealth: retirement planning in the UK. This report provides financial advisers with a benchmark for comparison to help them think through their own retirement advice process and to learn from the practices of other firms. It also offers stakeholders within the retirement advice industry insight into the new challenges facing advisers against the backdrop of the global pandemic, market volatility and a changing regulatory landscape.

The results are based on an online survey of 212 financial planners conducted between 3 and 11 December 2020.

Key Findings

  • Retirement advice is of significant importance to adviser businesses accounting for an average 58% of client assets
  • 4 in 10 (40%) advisers say demand has increased over the last year alongside the Covid-19 pandemic with greater numbers of clients considering their health
  • The majority (90%) agree portfolios used for retirement have performed in line with expectations and few (6%) have changed their investment strategy
  • Nearly half (47%) said clients viewed the market fall in early 2020 as a buying opportunity


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