Aegon Adviser Attitudes Report 2021

Structure of advised investment propositions We asked advisers how they go about selecting funds and the extent to which they’re free to choose the investments they recommend. We looked at six key areas: • Centralised investment propositions • Outsourcing of investment expertise • Use of fund panels • Fund selection criteria • Risk-profiling tools • DFM permissions Skip to sectio n: Only 53% of advisers have a centralised retirement proposition 8 Aegon adviser attitudes report 2021