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 in the current 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.
ISA flexibility - an even more flexible way to save
We’ve introduced ISA flexibility, so your clients can make the most of their annual ISA allowance. Your clients can now withdraw and replace funds in the same tax year without affecting their annual allowance – giving more control over their savings.
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.
