- New Junior ISA with no annual charge until age 18.
- New offshore bond partnership with Standard Life.
- Simpler GIA to ISA transfers and regular contributions set-up for 2026.
Aegon has extended its tax year end offering with the launch of a new Junior ISA and an additional offshore bond partnership, giving advisers more options to support clients with tax-efficient and long-term planning solutions.
The new products build on a year of continued platform delivery, with more than 50 improvements made in 2025. Together, these enhancements help advisers keep client money invested, support intergenerational planning, and reduce unnecessary friction during the busy tax year end period.
The new Junior ISA allows parents or legal guardians to invest up to £9,000 per tax year on behalf of a child, with no annual platform charge applied until age 18.1 The Junior ISA offers a wide range of investment options, supporting long-term, tax-free growth and helping families to start planning for the future earlier. The addition of the Junior ISA follows the launch of the Junior SIPP, further extending Aegon’s intergenerational proposition.
Aegon has also added a new offshore bond partnership with Standard Life, completing a trio of providers alongside Canada Life and Utmost. Offshore bonds give advisers access to a broader range of investment opportunities that may not be available through onshore solutions, while also benefitting from online trading and integration with existing investment strategies held of the ARC platform.
Finally, Aegon has made it easier for advisers to move client money efficiently between accounts. Improvements to GIA to ISA transfers and the set-up of regular contributions for the next tax year are designed to support smoother, more straightforward planning beyond tax year end.
Ronnie Taylor, Chief Distribution Officer at Aegon, said:
“We start 2026 as we finished 2025, focused on delivering for advisers and supporting them through one of the busiest periods in the financial planning calendar. Continued investment in our proposition, processes and digital journeys means advisers can complete key tasks more easily – from ISA top-ups and SIPP contributions to existing GIA to ISA transfers.
“As regulatory and economic conditions continue to evolve, advisers need practical solutions that help them make tax-efficient decisions for clients with confidence. By expanding our proposition with new options such as the Junior ISA and offshore bond, alongside ongoing simplification across the platform, we’re making it easier for advisers to meet client needs with less complexity.”
Junior ISA
- Platform charges won't apply until the child turns 18, at which point the Junior ISA converts to Aegon's standard ISA. Investment fund charges and any adviser charges will still apply. Capital at risk.
About Aegon
In the UK, Aegon offers pension and investment solutions to over 3.5 million customers, supported by over 3,000 employees. Figures are correct as of 31/12/2024. Learn more at aegon.co.uk/about-us
Aegon UK is part of the wider Aegon Group, an international financial services holding company. Aegon’s ambition is to build leading businesses that offer their customers investment, protection and retirement solutions. Aegon’s portfolio of businesses includes fully-owned businesses in the United States and United Kingdom, and a global asset manager. Aegon also creates value by combining its international expertise with strong local partners via insurance joint ventures in Spain & Portugal, China and Brazil, and via asset management partnerships in France and China. In addition, Aegon owns a Bermuda-based life insurer and generates value via a strategic shareholding in a market-leading Dutch insurance and pensions company.
Aegon’s purpose of helping people live their best lives runs through all its activities. As a leading global investor and employer, Aegon seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion & diversity. Aegon is headquartered in The Hague, the Netherlands, and listed on Euronext Amsterdam and the New York Stock Exchange. More information can be found at aegon.com/about
Aegon is a brand name of Scottish Equitable plc (No. SC144517) and Aegon Investment Solutions Ltd (No. SC394519) registered in Scotland, registered office: Edinburgh Park, Edinburgh, EH12 9SE. Both are Aegon companies. Scottish Equitable plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Aegon Investment Solutions Ltd is authorised and regulated by the Financial Conduct Authority. Their Financial Services Register numbers are 165548 and 543123 respectively. © 2026 Aegon UK plc
The information in this press release is intended solely for journalists and shouldn’t be relied upon by any other persons to make financial decisions.