The morning conference, entitled ‘Preparation Meets Opportunity’, was held at the Royal College of Physicians and attended by over 80 key influencers from advisory firms throughout the UK.
AEGON has commissioned independent research to understand how advisers can collaborate more effectively with professional connections, including accountants and solicitors in order to develop lasting business relationships and build long term value into their businesses. Phil Wickenden from ‘So Here’s the Plan’, who undertook the research presented on the key findings, which showed there was a clear appetite amongst professionals to work more closely with advisers.
AEGON demonstrated how these opportunities can be unlocked, by providing advisers with fundamental planning tools, through AEGON’s ‘Business Brain’ support website which can be viewed at www.aegon.co.uk/businessbrain.
Alun Beynon, head of sales and distribution, protection, at AEGON said: “AEGON is keen to help advisers seek out new business opportunities, and provide them with the tools and techniques required to take full advantage of these opportunities.
“One way to do this is through building professional connections. Our research looks specifically at how advisers can highlight the importance of business protection to both professionals and their clients. It shows that they are willing to work with advisers and understand the importance of businesses having adequate cover in place.
“We don’t just want to simply highlight there is an opportunity, we want to help advisers actually turn that opportunity into a working relationship that benefits all parties. We have therefore developed a wide range of adviser tools and support material, all of which can be obtained through our dedicated business brain and business toolkit websites.”