For intermediaries only

Welcome to June's Latest News

We're excited to share with you details of our reduced annual charge on new One Retirement accounts opened - there's a significant saving to be made.

This month we also include details of our yearly review of growth rates on our non-insured funds available through Aegon Retirement Choices (ARC) as well as news about our defined benefit (DB) hub.

From recent research we carried out we found that the way people invest is changing - we've summarised this in a handy report. We think it makes for interesting reading - you can see what you think.  

And we close with information on how we continue to support paraplanners. We've already supported events this year but the National Powwow is in September and there's still time for you to register.

Reduced annual charge on One Retirement

For all One Retirement accounts opened by 30 November 2019, the annual charge will be 0.15% - that's a 50% saving on our standard annual charge of 0.3%.

And remember, the annual charge only applies to account values under £250,0000 - there's no charge for anything over this amount.

So if you take advantage of this offer the maximum annual charge your clients will pay is £375 - but it could be less.

This offer is only for new accounts opened and doesn't apply to any existing One Retirement accounts.

Find out more information on our offer




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