The full Aegon Retirement Choices (ARC) fund universe can be viewed in the ARC investment list, and the table below gives an overview of which investment types are available through each product wrapper – although it’s worth noting that there may be exceptions.
Allowable investment | Self-Invested Personal Pension (SIPP) | Individual Savings Account (ISA) | General Investment Account (GIA) |
---|---|---|---|
Insured funds | Yes | No | No |
Equities* | Yes | Yes | Yes |
Collectives** | Yes | Yes | Yes |
Investment trusts** | Yes | Yes | Yes |
Exchange-traded funds (ETFs)** | Yes | Yes | Yes |
* Equities are available to some clients directly.
** Complex collectives, Investment Trusts and ETFs are only available via a financial adviser.
If you would like more information, please speak to a financial adviser. If you don’t have a financial adviser, you can visit moneyhelper.org.uk/choosing-a-financial-adviser to find the right one for you.