Whatever your savings goals, we give you access to a range of different investment opportunities to complement the savings you already have.
Benefits of the Aegon Stocks and Shares ISA
Your ISA is a flexible ISA so any eligible ISA withdrawals can be replaced in the same tax year. Find out more in our FAQs.
- Pay in up to £20,000 in the current tax year
- A range of investment options
- Transparent charges
- You can transfer in your existing ISAs
- Same service charge as your workplace pension
The value of any tax benefits will depend on individual circumstances. The favourable tax treatment of ISAs may not be maintained in the future and is subject to change.
ISA investments
The annual ISA allowance for the current tax year is £20,000. You can use your whole ISA allowance for your stocks and shares ISA with us, or you can split it across different types of ISA and ISA providers, ensuring you don't exceed the total annual ISA allowance. We don't currently offer lifetime, cash, or innovative finance ISAs.
We offer a diverse, flexible range of over 5,000 funds (as at December 2023) for you to invest in, if you need help selecting your investments you may want to speak with your financial adviser. If you don't have a financial adviser, you can visit MoneyHelper to find the right one for you.
The full range of investment options can be found by logging into your account or, if you have one, speaking to your financial adviser.
The Aegon Stocks and Shares ISA is covered by the Financial Services Compensation Scheme. You can find out more in our Investor protection through Retiready guide.
