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2nd September 2015

Aegon: A straightforward way to manage client income risk

Secure Retirement Income (SRI), Aegon’s secure drawdown solution, may help your clients achieve what they want - income certainty and flexibility. And because it’s on Aegon’s integrated retail and workplace platform, blending SRI with other investment options is a straightforward fund switch.

It offers:

  • income security with a guaranteed minimum income for life;
  • flexibility to adapt to changes in retirement, at any time;
  • access to savings; and 
  • the ability to pass pension wealth onto loved ones.

How can SRI help you?

  • It’s simple to manage client expectations in retirement and avoid difficult conversations.
  • You and your clients have peace of mind that income won’t run out.
  • Your clients’ income is protected from the extreme effects of a market downturn.
  • You actively manage your clients’ portfolio in retirement. 

Find out more about SRI

www.aegon.co.uk/flexibility

Retirement, Pensions

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