Aegon Adviser Attitudes Report 2021

The pandemic effect Coronavirus has caused advisers’ older clients to reflect on their priorities and this has heavily influenced their retirement decisions this year. In a year which saw unprecedented market volatility and huge changes in the financial and personal circumstances of many investors, advisers largely urged their clients to stick to their long-term savings goals. This has been a major factor in helping people avoid knee-jerk moves into cash, which in many cases would have proven costly. However, the impact of the pandemic has been most keenly felt by those who are near or at retirement and reliant on savings income to meet near-term living costs. Skip to section: 36% of advisers reported increase in queries from clients because of Coronavirus 32 Aegon adviser attitudes report 2021