Why transfer to AEGON?

Here’s why we’re one of the leading providers in the individual pensions market.

Solid experience

We’ve been helping people get ready for their financial futures since Scottish Equitable was formed in 1831. We’re now one of the UK’s leading providers of pensions, life insurance, investments and annuities. Our financial strength (we’re rated A+ by Standard & Poor’s) and the depth of our expertise allow us to deliver solutions that meet our customers’ changing needs.

In 1994, we joined the AEGON Group, one of the world’s largest listed insurance companies. This means we draw on our international experience to benefit you locally.

Investment choice

Choosing which funds you want to invest in is one of the most important parts of saving into a pension. That’s why we have such an extensive and varied range of investment funds, offering you maximum choice. Our investment offering provides strong governance and quality control via partnerships with OBSR* and Mercer**, both chosen to provide independent validation and investment expertise.

Over the years, we’ve widened the choice, including funds administered by a number of external fund managers with whom we’ve developed strong relationships. Each of our investment managers has its own investment style, and they include some of the biggest and most trusted names in the financial world.

We’re always adding new funds, so visit our Funds section for up-to-date information.

The value of investments and the income from them can fall as well as rise and is not guaranteed. You may get back less than the amount you originally invested. If you're unsure about the risks associated with funds, you should speak to your financial adviser.

*OBSR (Old Broad Street Research) is recognised as the leading qualitative investment research company for retail funds in the UK. Its research is highly respected and OBSR Fund ratings are widely acknowledged as an independent mark of quality.

**Mercer is acknowledged as being one of the UK's leading investment research specialists. They have particular expertise in the institutional markets with a strong team of 60 manager researchers across the globe, plus numerous investment consultants.

Hassle-free service

We take the pain out of pension switches. We’ll do all the work for you, contacting your previous provider and chasing them regularly until we receive both the paperwork and money. Our determined approach to chasing generally results in a speedy transfer of funds. We’re a founder member of Options, an industry-wide service provided by Origo. This service has been designed to speed up the transfer of money between pension companies.

Things to consider

Are you sure that transferring is the best option for you?

Next steps

How to review your pension arrangements to make sure they match your needs.