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.

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.

Market Commentary – Quarter 3, 2025

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

Multi-manager funds: A smarter route to diversified investing

Our new Multi-Manager funds are designed to offer access, choice and convenience in a single investment.

Autumn financial check-up: Five smart moves

As the nights draw in, it’s the perfect time to take a step back and assess your finances before the end of the year.

November 2025 Budget: What can we expect?

With potentially significant changes on the horizon, here’s some areas the Chancellor may look at.

Market Commentary – Quarter 2, 2025

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

That’s summer sorted! Five smart financial moves for the sunny season

Whether you’re planning a getaway or just enjoying the garden, here’s five ways to make your money work harder this summer.

Planning for a secure retirement: Insights and Tips

We share valuable insights and key steps to help you and your family towards achieving retirement goals.

Make the most of your new tax year allowances

A new tax year has begun, bringing new opportunities to make the most of your savings and investments.

Market volatility – how long-term financial planning helps

We explain the financial planning actions you can take during periods of economic uncertainty.

Market Commentary – Quarter 1, 2025

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