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Pensions

Whether a client is looking to build a retirement fund or they're approaching retirement, discover how our range of pension products can help. 

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ISAs

Our tax-efficient stocks and shares ISA is suitable for medium to long-term investment of at least five years or more. Plus clients can also use it alongside a pension.

General investment account (GIA)

Our GIA complements your clients’ existing portfolios and offers over 4,000 investment opportunities (as at January 2019).

Bonds

An investment bond is generally considered a medium to long-term investment of at least five years.

Trusts

Setting an investment up in trust can be used as a key tool for the management of capital gains and inheritance tax planning.

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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.

The value of investments can fall as well as rise, and clients may get back less than they invest. Your clients should be prepared to hold the investments 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 benefit of the tax treatment depends on individual circumstances.