What does Aegon Secure Trustee Investment offer?03 December 2014
It offers trustees of self-invested personal pensions and small self-administered schemes a plan that trustees can select one of three main guarantees:
- Lifetime income - A minimum yearly guaranteed income for life - no matter what happens to the value of the fund
- Income - an income of 5% of the original investment for at least 20 years - or longer if they decide to take less than 5% guaranteed income each year
- A guaranteed capital value of at least 100% of the original investment at the end of the chosen guaranteed capital term - even if the value falls
A guaranteed death benefit can also be chosen with the main guarantee.
You can find more information in the key features document (PDF)(Opens new window)