Our AEGON Secure Trustee Investment plan allows self-invested personal pension (SIPP) or small self-administered scheme (SSAS) trustees or administrators to invest pension money into a trustee investment plan.
It gives the choice of three different types of guarantee:
- Capital guarantee option
- Income guarantee option
- Lifetime income guarantee option
If one of the above guarantees is selected the guaranteed death benefit could also be selected.
Your policy schedule, which you would have received when you took the plan out, will clearly show which, if any, of the guarantees you selected.
We don’t accept additional investments into this plan. If you’d like to invest more money we’ll set up a new plan for you.
Read on to refresh your knowledge.
Refresh your knowledge
Investment returns aren't guaranteed and fund values could fall as well as rise. There may be circumstances where you may get back less that you originally invested. Please see your Key features document for more information.
If you’re looking for a reminder of the benefits, read our Common questions section.
If there’s anything else you need to know, speak to your financial adviser or call our Client Relations team on lo-call 08456 000 173 (from the UK) or + 353 1 673 8840 (if calling from outside the UK). You can also email us at client.relations@aegon.ie
An overview of AEGON Secure Trustee Investment
It’s a lump sum investment product, which allows SIPP and SSAS trustees or administrators to invest pension money into a trustee investment plan.
When the guarantees are selected it gives access to up to six different portfolios and our UK Cash fund.
If you didn’t select any guarantees you have access to the full fund range. You can find out what funds are available here.
If your plan has been set up with more than one life assured, it will continue until the last person covered dies.
This is just a brief overview. You can find out more specific details by reading our Common questions section.