Aegon partners with university for financial wellbeing study

Pension and investment provider Aegon has partnered with the Edinburgh Futures Institute and the Business School of the University of Edinburgh for a study into the science of financial wellbeing.


4 in 5 Planners go beyond money matters

4 in 5 (78%) of Financial Planners go beyond dealing with pure financial matters with their retirement clients to provide advice on life after work.


2 new recruits joins Planner wellbeing initiative

The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits.


PFS creates wellbeing hub for members 

The Personal Finance Society has created a ‘wellbeing’ hub to help advisers suffering from the long term impact of the Coronavirus pandemic.

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