With our Stocks and Shares ISA your clients can build a portfolio to manage a lifetime of investments.
The Aegon ISA offers your clients a tax-efficient way to save, is suitable for medium to long-term saving, and can be used to provide your clients with income or growth potential.
What the Aegon ISA offers:
- Save up to £20,000 (2023/2024 tax year).
- Use our simple online processes to apply, switch funds and top up your client’s ISA.
- Round the clock access to valuations and transaction history.
- Use the cash facility to keep track of incoming and outgoing investments.
- Enjoy access to over 4,800 investment options (as at 31 December 2022), including collectives, equities, investment trusts and exchange-traded funds.
Bringing savings together
By bringing their savings together on ARC, your clients could benefit from lower charges. Take a look at our consolidation toolkit to find out how we can simplify the consolidation process for you and your clients.
Re-registration
ISA transfers can be made by re-registration or by cash transfer. New contributions into the ARC ISA must be in cash, except where a client's additional permitted subscription allowance relates to a deceased investor’s Aegon ISA, in which case re-registration of the funds could be possible.
Cash transfer
Cash transfers are ideal for clients who want to select different funds during their transfer to us (for example, portfolio re-balancing), or who hold funds that aren’t available for re-registration.
Cash ISA
Clients can transfer their existing cash ISA into a stocks and shares ISA, without losing the ISA status.
The flexible ISA subscription rules introduced on 6 April 2016 don't currently apply to this ISA. This means withdrawals from this ISA can’t be replaced without them counting against the annual subscription limit.