Adviser attitudes report 2021

Find out how cost, Coronavirus and ESG are shaping the investment landscape

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The Aegon Platform offers a range of cash funds and a cash facility for our ISA, SIPP and general investment account. These can reduce your clients’ exposure to volatile conditions during periods of uncertainty and are a great way to use up yearly ISA and pension tax allowances. Cash investments may not keep pace with increases in the cost of living, which is why they're not suitable as long-term investments.

The value of investments can fall as well as rise, and clients may get back less than they invest. Most investments are designed to be held for at least five years - ideally longer.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to change. The value of any tax benefits will depend on individual circumstances.