Key facts

Group Stakeholder Pensions
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You'll find more about our Group Stakeholder Pensions below and in our key features document.

Legislative requirements

The AEGON Group Stakeholder Pension is government registered, and meets all of the following legislative requirements:

  • Scheme charges won’t be more than 1.5% of the total fund value, for the first 10 years (and 1% after that).
  • The scheme must accept any contribution of £20 or more.
  • There’s no charge for transferring in or out of a scheme, or for switching investments between funds (subject to a maximum of 20 switches in a year).
  • There must be a suitable default investment option for members.

By law, any employer with five or more employees must make either a stakeholder pension plan or another suitable pension scheme available to its employees.

Costs

We price schemes individually based on the expected scheme profile, taking into account any additional services, expected joiners, turnover and average contributions. Contribution structures can also be set up based on age bands with our tiered contribution structures. Each band can have its own employer and member contribution rates.

More about charges

Annual management charge (AMC)

Active member discount (AMD)

Member benefits

Alternatives

You may also want to consider our:

Why choose AEGON?

Our award-winning technology and support makes setting up and running a pension scheme easy.

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How to apply

Find out how to apply for our products and where you can find out more about the choices available to you.

How to apply

Next steps

If you would like more information you should talk to a financial adviser.

Find a financial adviser in your area.

Contact us

Call us on:

0870 60 00 337

If you have a specific question about company or group pensions visit our contact pages.

Get in touch