Click on the logos below to take you to our product provider planning tools, training and education resources to enable you to do business smarter.
Tools and resources
To launch the tools, click on one of the links below:
- RDR hub
- General tools
- Investment tools
- Pension planning tools
- Flexible planning tools
- Corporate pension planning tools
- Business protection toolkit
- Income in retirement
- Business Brain
- AEGON - Business brain - practical advice to help you take your business forward"
You can't put a price on good advice. That's why we give you our online investment tools for free.
It can often be time-consuming to research and document the reasons why you've made recommendations. These tools make your life easier by saving time and money, helping you to show the methodology and decision-making process behind your advice.
Most important of all, they also let you show clients exactly how you've made the well-informed decisions behind your recommendations. And, with your advice and research documented, conducting regular investment reviews is easy.
Business Brain
The aim of this zone is to provide you with a range of material that will help you grow your business.
- Business development - we'll show you how to develop a business plan and follow it through.
- Marketing planning - this covers all aspects of marketing planning, business promotion, client retention and management.
- Developing professional connections - this looks at why, how and where to develop a relationship with accountants and solicitors.
- Practical support - we have a range of support and online tools to help you through turbulent times.
In this site you will find a wide selection of useful documents. Additional product literature is available to download or order from AEGON Scottish Equitable financial adviser extranet and AEGON Scottish Equitable International adviser site.
AEGON - Business brain - practical advice to help you take your business forward

Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships