Aegon Financial Planning

Keeping you updated

Keeping you

 

updated

Keeping you updated

Read the latest insights from our expert Investment Committee, as well as relevant financial articles to help you towards your financial goals.

Key Inheritance Tax updates for your pension

Major pension inheritance tax changes are coming in 2027. Discover what they could mean for your estate, loved ones and long-term financial plans.

Could bringing your ISAs together give you a clear view of your investments?

Are your Stocks and Shares ISAs scattered across different providers? Discover how bringing them together could simplify investing and provide a clearer financial picture.

How to protect yourself from financial scams

Could you spot a financial scam before it’s too late? Learn the warning signs, simple protection steps and how to keep your money safe.

Is it time to check in on your financial plan?

Has life changed since you last reviewed your finances? A Mid-Year financial check-in could reveal new opportunities, keep goals on track and boost confidence.

Market Commentary – Quarter 2, 2026

We reflect on the recent performance of global markets and pick out some key economic and financial dates.

Market Commentary – Quarter 1, 2026

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

A cost-of-living check in that makes a difference

Is the rising cost of living having an impact on your monthly budget? It may be worth reviewing your finances to take back control.

Five everyday money mistakes people make in their 40’s, 50’s and 60’s – and how to avoid them

Managing your money often becomes more complex as you age. Yet many people make the same financial mistakes, here’s how to avoid them.

Charity Initiatives and Fundraising Successes

At AFP we’re proud of the charity work that our team carry out. We want to celebrate their outstanding achievements.

A smart financial reset for the New Tax Year

The beginning of the new tax year is a great time to take a moment to review your finances to feel more organised and in

Can I afford to retire?

We’ll help you create a financial plan so you can confidently navigate the process, reassured that your retirement income lasts as long as you need

Market Commentary – Quarter 4, 2025

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

Tax year end – five essential financial moves before 6 April

As the end of the 2025/26 tax year approaches, here’s five essential financial moves to consider before the tax year ends.

Multi-Manager funds – a smarter way to invest?

Read about our multi-manager funds, which have already gained significant interest and are suited to people who prefer a simple, risk-rated solution with broad diversification

Your Annual Customer Report: Make it work for you

Your Annual Customer Report (ACR) is a valuable tool to keep your financial plans on track. Here’s how.
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