Managing lifetime wealth with Aegon

NextWealth and Aegon have worked together over a number of years to track demand for retirement advice over a number of years, sharing the findings in an annual report called Managing Lifetime Wealth: retirement planning in the UK.

In the fourth annual report, published in February 2022, Richard Parkin and the team at NextWealth charted the continued rise in demand for retirement advice. This rise has come against a backdrop of a collapse in the DB transfer market, continued regulatory disruption and a global pandemic.

This report defines current practices and approaches to managing lifetime wealth for clients, allowing financial advice professionals to benchmark their own approaches against those of their peers. We continue to see growing sophistication in the use of planning tools to support withdrawal strategies and streamlining of the investment proposition to simplify the advice process. These are good signs.

The results are based on an online survey of 212 financial planners conducted between 29 November and 9 December 2021.

Read the report

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