Aegon launches client reporting tool for advisers.

The product reporting tool for financial advisers across Aegon Retirement Choice (ARC) and One Retirement aims to improve overall user experience. It will allow advisers access to detailed summaries of their client’s products and performance over a period they choose, helping deliver a more personalised approach to Consumer Duty outcomes. The tool will also allow advisers to view valuations of clients’ products and generate graphical representation across all products, including product valuations, money in and out, along with the option to customise date ranges. In addition, advisers can see a breakdown of key product data, including opening and closing value, return for all products or selected products, income received from income-generating investments, and any charges.

Rothesay has become an official title partner of England Cricket.

Rothesay and The England and Wales Cricket Board (ECB) have announced a multi-year partnership, making Rothesay the official title partner of men’s and women’s test matches. The partnership will start on Wednesday 10 July at Lord’s Cricket Ground for the men’s test match between England and the West Indies. Rothesay branding will feature at England women’s home matches, across all formats, coming at a busy time with a home Ashes series in 2027 and the first-ever England women’s test at Lord’s. Rothesay will engage its policyholders, employees and fans of the game on cricket and will support community cricket across England and Wales. Commenting on this, Rothesay chief executive officer, Tom Pearce, said: “We are delighted that we can also help to secure the future of test cricket, aiming to inspire all generations by making cricket a game for everyone.”

Broadstone has opened a new office in Birmingham, its second office in the Midlands, amid growing demand.

The office, located in the Mailbox Building in the city centre, will open this week and will expand Broadstone’s UK footprint to nine sites. Commenting on the new office, Broadstone head of midlands advisory, Jeremy Clack, said: “The Birmingham office is an excellent addition to our existing operations in the Midlands. This city centre location will give us a more accessible and visible presence for consulting with clients and prospects, while providing a dynamic environment near major transport hubs for our team.”

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