Visit the Aegon sponsor area

2nd September 2015

Aegon: A straightforward way to manage client income risk

Secure Retirement Income (SRI), Aegon’s secure drawdown solution, may help your clients achieve what they want - income certainty and flexibility. And because it’s on Aegon’s integrated retail and workplace platform, blending SRI with other investment options is a straightforward fund switch.

It offers:

  • income security with a guaranteed minimum income for life;
  • flexibility to adapt to changes in retirement, at any time;
  • access to savings; and 
  • the ability to pass pension wealth onto loved ones.

How can SRI help you?

  • It’s simple to manage client expectations in retirement and avoid difficult conversations.
  • You and your clients have peace of mind that income won’t run out.
  • Your clients’ income is protected from the extreme effects of a market downturn.
  • You actively manage your clients’ portfolio in retirement. 

Find out more about SRI

www.aegon.co.uk/flexibility

Retirement, Pensions

Registration

Free Registration and CPD

Related Articles_

M&G: Lighthouse Edition 2


Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

Read More

The Prudential Guaranteed Income Plan


With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.

Read More

Baillie Gifford: Inflation risk: the quiet test of retirement income


Protecting spending power is a key challenge for long-term investors. Steven Hay explores how the Baillie Gifford Monthly Income Fund seeks to provide monthly income while preserving long-term value. Capital at risk and income not guaranteed.

Read More

You need to be logged in to comment on this article