Aegon launches tool to boost financial wellbeing

Money and mindset blocks

clock • 2 min read

Aegon launches online tool to improve financial wellbeing which helps people identify the money and mindset blocks

The Aegon Financial Wellbeing Tool will help people assess the role mindset and money plays in their financial wellbeing and then help them to make improvements. The tool asks 10 questions, five on money blocks and five on mindset blocks, to work out the financial wellbeing of the person. Money block questions cover income level, ‘rainy day fund', manageable debt, long-term savings and value of assets. Questions on the person's mindset cover joy and purpose, future self, long-term plan and financial literacy. Once these questions have been answered, the tool will then work out a ...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

The Right Mortgage and Protection Network adds protection aid for advisers

The Right Mortgage and Protection Network adds protection aid for advisers

The Shortfall Needs Analysis Calculator

Jaskeet Briah
clock 21 November 2025 • 2 min read
A direct comparison

A direct comparison

Why advisers need to be in the know on D2C plans

Alan Lakey
clock 17 November 2025 • 3 min read
The COVER Review: NHS waiting list, group protection and advice processes

The COVER Review: NHS waiting list, group protection and advice processes

Week commencing 10 November 2025

COVER
clock 14 November 2025 • 1 min read