Visit Aegon’s brand new Advice Makes Sense hub to find articles, guides and videos created to support you. Sharing the latest trends, insight and support material to help further your knowledge and support your client conversations.
You’ll also find the new consumer guide for you to use with clients Why seek financial advice? With only 1 in 10 of the UKs population having an ongoing relationship with an adviser – it’s clear that not enough people are realising the benefits of expert financial advice.
To find out first-hand what the barriers to taking financial advice are Aegon asked over 2,000 consumers what they thought about financial advice. The results themselves are extremely encouraging showing how much of a difference advice makes to people’s lives. Three quarters (73%) of people with a financial adviser have clear financial and personal goals and know what they’re saving for, compared to just 39% of those who have never used an adviser.
These findings will be of use to dispel any preconceptions about advice and encourage potential clients to seek your expertise.