Charges

AEGON Secure Income

Here you can find out about the charges that apply to AEGON Secure Income.

How much we charge depends on the guarantee(s) and fund(s) you’ve selected. Your policy schedule will clearly show what guarantee options you chose.

Cash-in charges

Whether we apply a cash-in charge or not depends on the charging structure you and your financial adviser selected when you took the plan out.

Your charges schedule clearly shows if a cash-in charge applies.

Switching charge

We give you 12 free switches a year. One free switch covers the sale and purchase of funds.

We’ll charge £25 for each switch over and above the limit. We reserve the right to change this amount.

Please note: changing the funds you’re invested in could also change the guarantee option fee you pay.

Before changing the fund(s) you’re invested in, we recommend you speak to your financial adviser.

Valuation charge

Each year we'll issue you a yearly statement. You can have a further three statements each plan year on top of that and we don’t charge you for these.

We’ll charge £40 for each valuation statement request over and above the four free statements each plan year.