Aegon Adviser Attitudes Report 2021

Defaqto tops charts as most used risk assessment tool Risk assessment tools are used by 97% of advisers, and Defaqto has just edged Dynamic Planner as the most-used tool for the first time since our first Adviser attitudes report was published in 2018. It’s used by 29% , while 28% use Dynamic Planner. Relative to 2019, more advisers are using fund providers' risk assessment tools ( 10% as opposed to 7%) with a slight drop off in the use of in-house tools ( 24% compared with 26%). As we’ll go on to see, the fact that the vast majority use risk assessment tools may be a factor in explaining the popularity of multi-asset solutions that can easily be mapped to their clients’ attitude to risk. Which of the following, if any, risk assessment tools do you use? Defaqto Dynamic Planner Morningstar In-house tool Fund provider’s own risk tool eValue Synaptic FinaMetrica Moody’s Other provider’s risk tool I don’t use a risk assessment tool 2019 2020 24% 29% 29% 28% 25% 16% 26% 24% 7% 10% 10% 8% 5% 8% 7% 6% 5% 4% 13% 10% 3% 3% 14 Aegon adviser attitudes report 2021