Aegon Adviser Attitudes Report 2021

The pandemic effect Coronavirus caused many to review their financial plans, particularly older clients, wanting to retire later or reduce retirement income. Evolution of retirement investment patterns % of advisers had more requests to reduce retirement income In the past 12 months, advisers have recorded a marked increase in customers requesting ESG investments, but point to numerous barriers to integrating ESG into their investment propositions. 41 of advisers have seen an increase in requests for ESG products 47% of retiring clients invested in multi-asset strategies 39 % ESG on the rise Five years on from Pensions Freedoms, multi- asset is the dominant strategy for retiring investors and 27% of advisers worry that new Investment Pathways legislation will lead to poor retirement decisions. Aegon adviser attitudes report 2021 7