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ISA

Planning for the future has never been more important.

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 growth potential and access to their savings when they need it.

What the Aegon ISA offers:

  • Save up to £20,000 in the current tax year (2024/25).
  • 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 5,000 investment options (as at 31 December 2023), including collectives, equities, investment trusts and exchange-traded funds.

ISA flexibility - an even more flexible way to save

With ISA flexibility,  your clients can make the most of their annual ISA allowance. Your clients can withdraw and replace funds in the same tax year without affecting their annual allowance – giving more control over their savings.

How to generate ISA business from your ARC clients Use our support material and expertise to make the most of the opportunities for your clients and generate ISA business from your ARC clients.
Browse our support material

Bringing savings together

By bringing their savings together on ARC, your clients could benefit from a lower rate of platform charge across each product. Take a look at our consolidation toolkit to find out how we can simplify the consolidation process for you and your clients. 

Your clients should be comfortable with the investment choices they make as they may lose features, protections, guarantees or other benefits when they transfer.

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 value of an investment can fall as well as rise and isn’t guaranteed. Your clients could get back less than they invest. 

Fund and investment choice

Flexibility is at the heart of our Aegon Retirement Choices (ARC) fund range with over 5,300 investment options and access to a wide range of DFMs. (As at December 2023.)

Capital at risk.

Find out more about ARC’s investment options