Media Release: Aegon helps advisers plan for change with online support material

AEGON has produced a comprehensive range of online support material, helping advisers understand the requirement for change ahead of the retail distribution review and how to plan for the future success of their business.

The new ‘How to’ zone of AEGON’s Business Brain website includes videos and interactive presentations highlighting the seven different elements of business planning: business vision, goals, finding opportunities, exploiting opportunities, what should an action plan look like, measurement and keeping it going.

The support material also includes valuable information helping advisers identify where they want their business to be in the future, and how to get there by putting together a comprehensive action plan.

The new ‘how to’ zone looks at the key reasons why advisers fail to plan and suggests solutions to overcome these obstacles. It then goes on to outline the support available, including the seven steps of pulling together a business plan.

John Joe McGinley, business consultancy manager, Strategic Accounts, said”

“Every adviser business from time to time should take a look at its current structure, vision and operating model, especially in light of the changes brought about by the retail distribution review.

“We have worked with a number of advisers to develop a practical range of web based support material to help them develop their business proposition and identify the remuneration strategy they can adopt when the retail distribution review comes into force.

“In the past, we have helped advisers understand the theory behind the importance of businesses putting in place a thorough business plan and we will continue to do so.

“However, we have now taken this one step further by introducing practical support material, taking advisers through each step of the process.”

Sharon Sutton, from Thornton Associates, who worked with AEGON in developing the material, said:

“AEGON has launched a very comprehensive range of online support material which is useful for any adviser who is looking to revisit or develop their business model.

“The ‘how to’ zone provides practical step by step guides, ensuring that all businesses, regardless of where they are on the planning cycle can benefit.”

Advisers can view and download the material at:

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Further information

Kevin Brown

Media Relations Manager


0131 5492859/ 07740 897282

Notes to Editors

In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £53.6 billion and employs approximately 4,900 staff.

AEGON is one of the world’s leading insurance groups with approximately 28,000 employees world wide and 40 million customers in the Americas, Europe and Asia. AEGON’s revenue generating investments totalled EUR 388 billion at 31 March 2010.

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