Aegon Secure Lifetime Income

Helping the UK get ready for retirement means being able to offer your clients some peace of mind of a secure income for the rest of their life. Aegon Secure Lifetime Income provides a minimum yearly guaranteed income for life – no matter what happens to the value of the investment. Plus, with our unique, innovative monthiversary feature, at the end of each year they get 12 chances to lock in income base increases.

The following video is about Aegon Secure Lifetime Income Simulator and has a transcript (see below).

Aegon Secure Lifetime Income Simulator

Use our Aegon Secure Lifetime Income Simulator to customise a report specific to your client’s situation. Show them how long savings may last, how they can get a guaranteed minimum income for life and how it would have performed if they’d invested at a data in the past – take them back anything from 15 to 25 years.

Aegon Secure Lifetime Income Demonstrator

Or if you want to start off with the more simple approach – your clients can use our Aegon Secure Lifetime Income Demonstrator – this also shows how long savings may last as well as showing how their guaranteed lifetime income can increase if markets do well but doesn’t decrease in a falling market.

Although the lifetime income is guaranteed, the investment isn’t. The fund value depends on how the funds they’ve invested in perform, the income payments taken and any additional withdrawals made. 

If your client doesn't select the guaranteed death benefit option along with the guaranteed lifetime income option, what we pay out isn’t guaranteed.

All references to taxation are based on our understanding of current taxation law and practice in the United Kingdom and Ireland, which may change.

This product is provided by Aegon Ireland plc in Dublin.