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Feature |
Availability |
---|---|
Assets available |
Aegon collectives (other assets available from other investment partners) |
Drawdown to drawdown |
Available |
Pension credits |
Available |
Minimum single premium |
£1,000 |
Regular premiums |
Yes |
Flexi-access drawdown |
Yes |
Uncrystallised funds pension lump sum (UFPLS) |
Yes |
All charges are subject to VAT and are correct as at May 2020.
Charge |
Yearly charge (based on fund value) |
---|---|
Set-up fee |
£120 |
Fund switch fee |
None |
Transfer in fee |
£60 |
Annual charges (payable quarterly) |
|
Under £25,000 |
£120 |
£25,000 - £49,999 |
£160 |
£50,000 + |
£200 |
Flexi-access drawdown and capped drawdown (up to age 75) income withdrawal |
£150 |
Capped drawdown (over age 75) |
£250 |
Regular UFPLS payments |
£150 |
One-off UFPLS payment |
£75 |
The value of investments can go down as well as up, so the value of a client’s pension fund is not guaranteed. A client must keep any money invested until they take their benefits, which is usually at any time from age 55.
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