Calling on over 15 years' experience, Aegon Spain has selected the best market funds based on an independent and transparent analysis of around 6,000 funds. Approved funds all have a minimum five-year track record and meet strict quantitative and qualitative criteria.
Aegon Spain provides customers with access to over 30 carefully selected mutual funds and pension plans
Aegon Activos will be integrated into the Aegon Spain Advice Channel, which currently operates out of three centers located in key retail areas in high-income districts in Barcelona and Madrid. Aegon Activos will strengthen the product offering at these centers, which offer customers a personal protection and planning for retirement service.
24 advisers have been carefully selected, not only for their proven financial knowledge but also their empathic nature. This ensures they have the ability to talk to customers with different levels of financial understanding, and develop long-term relationships.
Tailored advice based on requirements
New advisors receive an extensive technical and cultural training program, which ensures that customers are offered tailored solutions based on their requirements.
"The current market trend is to provide short-term and partial advise," explains Aegon Spain's Advisory Channel Director, Pablo Lopez-Aranguren. "Right now there isn't anybody offering complete advice - in terms examining and analyzing an individual's circumstances, personalized diagnosis of requirements and providing all-round recommendations."
High added value for funds
Commenting on the background to the launch, Jaime Kirkpatrick, CEO of Aegon Spain said, "the launch of Aegon Activos reflects our commitment to providing personalized advice in planning and financial protection and focus on design solutions with high added value in terms of funds.
"In addition, It allows us to expand our product offering in our multichannel strategy to provide customers with a portfolio of diversified services tailored to their needs and savings and investment."
