AEGON online tool for advisers

Based on Distribution Technology's Dynamic Planner tool, advisers can not only assess a client's attitude to risk and quickly build a portfolio of investments, but also capture all current client holdings, perform comprehensive cash-flow forecasting and lifetime goal planning. The new planning tool can also assist in pension consolidation, modelling transfer values and income streams from a client's existing arrangements.

Gordon Greig, head of individual marketing at AEGON UK said: "It has never been so critical for financial advisers to demonstrate the steps they have taken to reach a product or fund recommendation. Using our Investment and Retirement Planner this can be achieved quickly and consistently and at the same time, potentially add substantial value to an adviser's relationship with their client."

Financial advisers are invited to visit the AEGON extranet at www.aegonse.co.uk/irp to try out the investment and retirement planning tool. Alternatively, they can speak to their local consultant to find out more information.